Insurance Strategist

🕒 April 30

🦌 Connecticut, Kansas, +3 more states – Remote

🦌 Connecticut – Remote 🌪️ Kansas – Remote 🌲 North Carolina – Remote 🦀 Maryland – Remote ❄️ Minnesota – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

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AmeriLife

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1973

💸 Finance

💰 Secondary Market on 2022-06

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.

📋 Description

• Discuss needs with clients and advisors of accounts supported by Crump’s Financial Institutions channel • 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 and describe solutions to meet client needs • Explain the basics of estate planning, business planning, asset leveraging, and insurance planning including handling 1035 exchanges

🎯 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)

🏖️ Benefits

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