Regional Insurance Strategist

🕒 2 dias atrás

🦀 Maryland, Pennsylvania, +1 estados a mais – Remoto

🦀 Maryland – Remote 🔔 Pennsylvania – Remote ⚔️ Virginia – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🔒 Seguros

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AmeriLife

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1973

🏥 Saúde

💼 Consultoria

💸 Finanças

💰 Secondary Market em 2022-06

Healthcare • Consulting • Finance

A AmeriLife é uma das principais organizações independentes de marketing e uma consultora de investimentos registrada nos Estados Unidos. Oferece soluções abrangentes de seguros e financeiras para agentes, consultores e consumidores, com o objetivo de ajudar as pessoas a viverem vidas mais longas e saudáveis. A AmeriLife colabora com inúmeras seguradoras, organizações de marketing financeiro (FMOs) e especialistas do setor para fornecer soluções de saúde e financeiras a milhões de americanos anualmente. Com uma vasta rede de mais de 300. 000 agentes e consultores focados no cliente, a AmeriLife oferece soluções e ferramentas de tecnologia avançada, como o Agent Xcelerator®, para melhorar a qualidade do serviço e o crescimento dos negócios. Seu compromisso com a liderança é evidente na sua extensa rede de distribuição e oportunidades de parceria inovadoras.

Descrição

• Build relationships and initiate new sales in assigned territories • Sell estate, business, charitable, and life insurance concepts and ideas with Advisors • Assist Advisors in selling insurance concepts and products to their clients • Assist Advisors through the life insurance underwriting process after a sale • Design cases and apply advanced life insurance concepts • Provide product recommendations and utilize advanced marketing tools • Present life insurance concepts at various locations within the assigned territory • Meet with high-net-worth and ultra-high-net-worth clients of assigned advisors as part of the Integrated Relationship Management Team • Provide expertise in insurance planning and risk management • Assist planners with financial plans involving wealth transfer, business planning, and intergenerational transfers • Generate life insurance revenue in assigned channels and region • Support IRM partners in delivering marketing programs tailored to client needs • Interface with support staff to complete and place life insurance with clients

🎯 Requisitos

• Effective interpersonal and written communication skills • Ability to provide excellent customer service to internal and external customers • Effective time management and prioritization skills • Ability to accomplish multiple tasks simultaneously • Ability to work independently and in a team environment • Ability to work in a self-directed fashion • Experience with PCs in a Windows environment • Proficiency in Microsoft Office software products • Ability to analyze problems and develop solutions • Ability to communicate with individuals at all organizational levels • Bachelor's degree or equivalent education, training, and work-related experience • Must possess and maintain appropriate FINRA registrations, such as Series 6 and 63 • Five years of proven sales experience in retail life insurance sales or an institutional point-of-sales role • Ability to articulate and apply advanced wealth-transfer and business-planning concepts, including related tax and financial implications • Proficient in consultative sales • Excellent presentation skills • Life insurance licensed • Advanced designations such as JD, CFP, and CLU are preferred • Employment offer contingent upon successful background screening

🏖️ Benefícios

• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance