Insurance Strategist

Job not on LinkedIn

3 days ago

🦬 Montana – Remote

Although this job is listed in Montana, this company may be open to hiring remote in other states.

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

+3 more states

🦬 Montana – Remote 🌲 North Carolina – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ⚓ Rhode Island – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

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Crump Roofing

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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.

1 - 10 employees

👥 B2C

📋 Description

• Discuss needs with and sell life, long-term care and disability income insurance to the clients and advisors of accounts supported by Crump’s Financial Institutions channel. • Lead clients through discovery, including personal or business needs and goals, current financial status, be able to articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs. • Manage daily activities and drive sales activity and pending business. • Handle incoming calls directly from referral sources, and to be available for pre-set calls with clients and their Advisors. • Complete insurance applications and take responsibility for following cases through the underwriting process. • Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages. • See all sales activity through towards product purchase. • Explain the basics of estate planning, business planning, asset leveraging, insurance planning (including how to handle 1035 exchanges, explanation of insurance forms, and how to determine the need and amount of coverage).

🎯 Requirements

• Bachelor’s degree or equivalent education, training and work-related experience • Minimum 2 years direct life, long-term care and disability income insurance selling experience in the field directly with clients and/or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform • Active Life and Health Insurance license required • Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63) • 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 • Have a very clear grasp and understanding of all the features and functions of most term, whole life, universal life, and variable universal life products as well as long-term care and disability insurance solutions • Proven sales track record of hitting establish sales quotas in the insurance industry • Bilingual in spanish-Highly preferred.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options