Regional Insurance Strategist

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🕒 2 dias atrás

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

🦀 Maryland – Remote 🔔 Pennsylvania – Remote ⚔️ Virginia – 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

• Build relationships and initiate new sales in assigned territories • Sell estate, business, charitable, and life insurance concepts and ideas to 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 in developing 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 • Understanding of related tax and financial implications for individual situations • Proficient in consultative sales • Excellent presentation skills • Life insurance licensed • Advanced designations such as JD, CFP, and CLU are preferred

🏖️ Benefícios

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