Regional Insurance Strategist

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🕒 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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Crump Roofing

WebsiteLinkedInAll Job Openings

1 - 10 employees

🏗️ Construction

👥 B2C

Construction • 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.

📋 Description

• Build relationships and initiate new sales in assigned territories • Sell estate, business, charitable, and life insurance concepts and ideas to 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 in developing 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 • Understanding of related tax and financial implications for individual situations • Proficient in consultative sales • Excellent presentation skills • Life insurance licensed • Advanced designations such as JD, CFP, and CLU are preferred

🏖️ Benefits

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