Insurance Strategist – FIC

3 days ago

🦬 Montana – Remote

Although this job is listed in Montana, this company may be open to hiring remote in other states.

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

+3 more states

🦬 Montana – Remote 🌲 North Carolina – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ⚓ Rhode Island – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

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AmeriLife

WebsiteLinkedInAll Job Openings

Finance • Insurance

AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.

1001 - 5000 employees

Founded 1973

💸 Finance

💰 Secondary Market on 2022-06

📋 Description

• Lead clients through discovery, including personal or business needs and goals, current financial status, be able to articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs • Manage daily activities and drive sales activity and pending business • Handle incoming calls directly from referral sources, and to be available for pre-set calls with clients and their Advisors • Complete insurance applications and take responsibility for following cases thorough 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 (including how to handle 1035 exchanges, explanation of insurance forms, and how to determine the need and amount of coverage)

🎯 Requirements

• 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 and/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) • Bilingual in Spanish - Highly preferred

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements