Insurance Strategist

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🕒 6 dias atrás

🔔 Pennsylvania – Remoto

🔔 Pennsylvania – Remote

⏰ Tempo Integral

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🟡 Pleno

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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

• Discuss needs with and sell life, long-term care and disability income insurance to the clients and advisors • Lead clients through discovery, including personal or business needs and goals, current financial status • Articulate identified gaps and opportunities, and describe solutions to meet client needs • Manage daily activities and drive sales activity and pending business • Handle incoming calls directly from referral sources • Complete insurance applications and take responsibility for following cases through the underwriting process • Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages • See all sales activity through towards product purchase • Explain the basics of estate planning, business planning, asset leveraging, insurance planning

🎯 Requisitos

• Bachelor’s degree or equivalent education, training and work-related experience • Minimum 2 years direct life, long-term care and disability income insurance selling experience in the field directly with clients • or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform • Active Life and Health Insurance license required • Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)

🏖️ Benefícios

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