Regional Insurance Strategist

🕒 il y a 2 mois

🤠 Texas – Distant

🤠 Texas – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🔒 Assurance

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AmeriLife

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1973

💸 Finance

💰 Secondary Market en 2022-06

Finance • Insurance

AmeriLife est une organisation indépendante de premier plan spécialisée dans le marketing et un conseiller en investissements agréé aux États-Unis. Elle offre des solutions complètes en assurance et en finance aux agents, conseillers et consommateurs, avec pour objectif d'aider les personnes à vivre plus longtemps et en meilleure santé. AmeriLife collabore avec de nombreux assureurs, organisations de marketing financier (FMO) et experts du secteur pour fournir des solutions de santé et financières à des millions d'Américains chaque année. Avec un vaste réseau de plus de 300 000 agents et conseillers axés sur le client, AmeriLife propose des solutions technologiques avancées et des outils, comme l'Agent Xcelerator®, pour améliorer la qualité du service et la croissance des affaires. Leur engagement envers le leadership est évident à travers leur réseau de distribution étendu et des opportunités de partenariat innovantes.

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

🎯 Exigences

• 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

🏖️ Avantages

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