Business Solutions Strategist

🔥 12 hours ago

⏰ Full Time

🟠 Senior

🔴 Lead

Where this job comes from

Posted on AmeriLife's careers page ↗AmeriLife's careers page, not through a job board

First seen by Remote Rocketship 12 hours ago

Still open on AmeriLife's site. Checked 10 hours ago.

Apply Now
Logo of AmeriLife

AmeriLife

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

• Identify and develop opportunities across the commercial banking client base • Consult business owners and executive leadership teams on customized business and wealth-planning strategies • Partner with commercial bankers at Truist for referrals to key clients • Lead discovery meetings with commercial clients to identify organizational challenges, executive benefit needs, talent retention opportunities, business succession concerns, and key person risks • Deliver tailored insurance advice using advanced concepts and strategies • Drive solution placement from acceptance through implementation • Manage the new business and in-process pipeline • Update partners and clients on next steps

🎯 Requirements

• Effective interpersonal and written communication skills • Ability to provide excellent customer service to internal and external customers • Effective time management skills • Ability to prioritize and accomplish multiple tasks simultaneously • Ability to work independently and in a team environment • Experience with CRM and related applications in a Windows environment • Ability to analyze problems and develop solutions • Ability to communicate with individuals at all levels of the organization • Bachelor's degree or equivalent education, training and work-related experience • Must possess and maintain appropriate FINRA registrations (e.g. SIE, Series 6 and 63) • Minimum 7-10 years of proven sales experience in retail life insurance sales or an institutional point of sales role • Proficient in consultative sales • Excellent presentation skills • Life Insurance licensed

🏖️ Benefits

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

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