Regional Insurance Strategist

Job not on LinkedIn

🕒 February 13

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 Insurance

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Crump Roofing

WebsiteLinkedInAll Job Openings

1 - 10 employees

👥 B2C

B2C

Crump Roofing is a residential roofing contractor founded in 1999 that specializes in architectural composition shingles, metal and tile roofs, and roof repairs for homeowners in northern Idaho and eastern Washington. The company emphasizes quality installation as a Pabco Preferred Contractor and GAF Authorized installer, offers free quotes, and highlights decades of combined experience and local service locations including Rathdrum, Coeur d’Alene, Spokane and surrounding communities.

📋 Description

• Build relationships and initiate new sales in assigned territories. • Sales includes selling estate, business, charitable and life insurance concepts and ideas with Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting them through the life insurance underwriting process once the sale is made. • Meet with high net worth and ultra-high net worth clients of assigned advisors as a member of the Integrated Relationship Management (IRM) Team, providing expertise in the areas of insurance planning and risk management. • Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers • Responsible for the generation of life insurance revenue in these channels in the assigned region • Support IRM partners in the delivery of marketing programs tailored to client needs • Interface with support staff for the completion and placement of life insurance with clients

🎯 Requirements

• Effective interpersonal and written communication skills • Ability to provide excellent customer service to both internal and external customers. • Effective time management skills • Ability to prioritize and accomplish multiple tasks simultaneously • Capable of working independently as well as in a team environment • Ability to work in a self-directed fashion • Experience with PC's in a Windows environment • Demonstrated proficiency in basic computer applications such as Microsoft Office software products • Ability to analyze problems and develop solutions • Ability to communicate with individuals at all levels of the organization • Bachelor's degree or equivalent education, training and work-related experience • Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63) • Five years of proven sales experience in a retail life insurance sales or an institutional point of sales role • Ability to articulate and apply advanced wealth transfer and business planning concepts, and an understanding of related tax and financial implications of concepts to individual situations • Proficient in consultative sales • Excellent presentation skills • Life Insurance licensed • Advanced designations, such as JD, CFP, CLU, and other industry credentials

🏖️ Benefits

• PTO • medical • dental • vision • retirement savings • disability insurance • life insurance