Insurance Strategist

🔥 7 hours ago

🌲 North Carolina, Pennsylvania, +1 more states – Remote

🌲 North Carolina – Remote 🔔 Pennsylvania – Remote ⛷️ Utah – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Lead clients through discovery of personal or business needs, goals, financial status, gaps and opportunities • Describe life, long-term care and disability income insurance solutions to meet client needs • Manage daily activities and drive sales activity and pending business • Handle incoming calls from referral sources and attend preset calls with clients and advisors • Complete insurance applications and follow cases through the underwriting process • Explain insurance product operation, differences and advantages to clients and advisors • See sales activity through to product purchase • Explain basics of estate planning, business planning, asset leveraging and insurance planning • Handle 1035 exchanges, explain insurance forms, and determine coverage needs and amounts

🎯 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 • Current 6/63 FINRA Registration • 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 PCs 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 • Clear grasp and understanding of term, whole life, universal life, variable universal life, long-term care and disability insurance products • Proven sales track record of hitting established sales quotas in the insurance industry • Knowledge of the underwriting process

🏖️ Benefits

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