Director, Product & Advanced Strategies, Advanced Sales

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🕒 January 30

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $200k - $220k / year

⏰ Full Time

🔴 Lead

🤑 Sales

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AmeriLife

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1973

🏥 Healthcare

💼 Consulting

💸 Finance

💰 Secondary Market on 2022-06

Healthcare • Consulting • Finance

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

• Collaborate daily with wholesalers, financial professionals, and internal stakeholders to develop and present consultative and customized solutions for complex financial needs, including retirement planning, estate planning, business succession, executive benefits, tax strategies, and charitable giving. • Present advanced sales strategies, case consultations, and content via webinars, public speaking at industry events and conferences, and telephone support. • Assist in developing sales ideas, marketing collateral, presentations, whitepapers, and assorted material to promote and position advanced sales strategies and insurance solutions. • Work closely with sales leaders and wholesalers to train and enhance their understanding of advanced sales strategies. • Proactively communicate changes in tax law, industry trends, and regulatory developments that affect advanced sales strategies. • Provide detailed knowledge of life insurance, annuities, and other financial products to financial professionals. • Build and maintain strong relationships with wholesalers, financial professionals, and key partners to foster long-term trust and collaboration.

🎯 Requirements

• Bachelor’s degree • Advanced degree strongly preferred (JD, CPA, MBA, LLM, or other equivalent) • CLU, ChFC, CFP, CPA, RICP, or similar designation • 5+ years of annuity or life insurance experience • 5+ years of advanced sales, financial planning, or related industry experience • FINRA Series 6 or 7, or ability to obtain within 90-days • State insurance license, or ability to obtain within 90-days • Ability to travel (approx. 30%)

🏖️ Benefits

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