Regional Insurance Strategist

🕒 2 days ago

🦀 Maryland, Pennsylvania, +1 more states – Remote

🦀 Maryland – Remote 🔔 Pennsylvania – Remote ⚔️ Virginia – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 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

• Build relationships and initiate new sales in assigned territories • Sell estate, business, charitable, and life insurance concepts and ideas with Advisors • Assist Advisors in selling insurance concepts and products to their clients • Assist Advisors through the life insurance underwriting process after a sale • Design cases and apply advanced life insurance concepts • Provide product recommendations and utilize advanced marketing tools • Present life insurance concepts at various locations within the assigned territory • Meet with high-net-worth and ultra-high-net-worth clients of assigned advisors as part of the Integrated Relationship Management Team • Provide expertise in insurance planning and risk management • Assist planners with financial plans involving wealth transfer, business planning, and intergenerational transfers • Generate life insurance revenue in assigned channels and region • Support IRM partners in delivering marketing programs tailored to client needs • Interface with support staff to complete and place life insurance with clients

🎯 Requirements

• Effective interpersonal and written communication skills • Ability to provide excellent customer service to internal and external customers • Effective time management and prioritization skills • Ability to accomplish multiple tasks simultaneously • Ability to work independently and in a team environment • Ability to work in a self-directed fashion • Experience with PCs in a Windows environment • Proficiency in Microsoft Office software products • Ability to analyze problems and develop solutions • Ability to communicate with individuals at all organizational levels • Bachelor's degree or equivalent education, training, and work-related experience • Must possess and maintain appropriate FINRA registrations, such as Series 6 and 63 • Five years of proven sales experience in retail life insurance sales or an institutional point-of-sales role • Ability to articulate and apply advanced wealth-transfer and business-planning concepts, including related tax and financial implications • Proficient in consultative sales • Excellent presentation skills • Life insurance licensed • Advanced designations such as JD, CFP, and CLU are preferred • Employment offer contingent upon successful background screening

🏖️ Benefits

• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance