Insurance Agent – Life, LTC & DI

🕒 June 24

🦌 Connecticut, Florida, +3 more states – Remote

🦌 Connecticut – Remote 🐊 Florida – Remote 🌲 North Carolina – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

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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

• Engage with inbound clients and financial advisors • Conduct thorough needs analysis to identify coverage gaps and financial goals • Recommend and sell life, long-term care, and disability insurance solutions • Deliver a high-quality, consultative client experience via phone and virtual channels • Partner with financial advisors and referral sources on client cases • Explain product options, strategies, and planning concepts clearly • Provide guidance on estate, business, and insurance planning fundamentals • Maintain knowledge of term, whole life, UL, VUL, LTC, and DI products • Educate clients and advisors on product features and benefits • Assist with advanced concepts such as coverage design, 1035 exchanges, and needs analysis • Contribute ideas to improve sales processes and marketing effectiveness • Participate in ongoing training

🎯 Requirements

• 2+ years of direct life insurance sales experience (inbound or retail preferred) • OR 3+ years of inside sales / case design / insurance strategist experience; proven track record of meeting sales goals • Wholesaling experience a huge plus • Active Life & Health Insurance License (required) • FINRA Series 6 & 63 required or ability to obtain • Strong consultative selling and needs discovery skills • Confident phone and virtual communication skills • Ability to manage multiple tasks in a fast-paced environment • Working knowledge of underwriting and case flow • Self-starter with accountability and teamwork mindset

🏖️ Benefits

• Comprehensive benefits package that includes PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance