Insurance Agent / Strategist – Life, LTC & DI

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🕒 Junho 25

🦌 Connecticut, Florida, +3 estados a mais – Remoto

🦌 Connecticut – Remote 🐊 Florida – Remote 🌲 North Carolina – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote

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Crump Roofing

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1 - 10 funcionários

🏗️ Construção

👥 B2C

Construction • B2C

A Crump Roofing é uma empresa de telhados residenciais fundada em 1999 que se especializa em telhas de composição arquitetônica, telhados de metal e telhas, e reparos de telhados para proprietários de casas no norte de Idaho e leste de Washington. A empresa enfatiza a qualidade na instalação como um Contratante Preferido Pabco e instalador autorizado GAF, oferece orçamentos gratuitos e destaca décadas de experiência combinada e locais de serviço locais, incluindo Rathdrum, Coeur d’Alene, Spokane e comunidades vizinhas.

Descrição

• Connect with prospective clients who have responded to marketing campaigns • Conduct thorough needs analysis to identify coverage gaps and financial goals • Recommend and sell life, long-term care, and disability insurance solutions • Deliver a high-quality, consultative client experience via phone and virtual channels • Partner with financial advisors and referral sources on client cases • Explain product options, strategies, and planning concepts clearly • Provide guidance on estate, business, and insurance planning fundamentals • Maintain knowledge of term, whole life, UL, VUL, LTC, and DI products • Educate clients and advisors on product features and benefits • Assist with advanced concepts such as coverage design, 1035 exchanges, and needs analysis • Contribute ideas to improve sales processes and marketing effectiveness • Participate in ongoing training • Demonstrate leadership potential as the business scales

🎯 Requisitos

• 2+ years of direct life insurance sales experience (inbound or retail preferred) • OR 3+ years of inside sales / case design / insurance strategist experience; proven track record of meeting sales goals. • Wholesaling experience a huge plus. • Active Life & Health Insurance License (required); • FINRA Series 6 & 63 required or ability to obtain. • Strong consultative selling and needs discovery skills • Confident phone and virtual communication skills • Ability to manage multiple tasks in a fast-paced environment • Working knowledge of underwriting and case flow • Self-starter with accountability and teamwork mindset

🏖️ Benefícios

• A comprehensive benefits package that includes PTO • medical • dental • vision • retirement savings • disability insurance • life insurance