
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.
🔥 15 hours ago
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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.
• Generate sales revenue to obtain sales quota • Prospect, profile, and manage existing producers for new and existing insurance sales opportunities • Recruit new producers into the book of business • Utilize internal resources to capitalize on team results and coordinate with supporting teams to monitor and drive activity • Develop an annual Business Plan focused on producing or exceeding quota • Grow the book of business, accounts, and territory in line with strategic business plan requirements • Maintain proactive sales relationships with producers through profiling, relationship-building, and broker-base development • Maintain monthly sales production metrics, build sales inventory, and achieve the sales production plan • Maintain a consistent blend of Permanent and Term business • Partner with Crump operations teams, including contracting, illustrations, case management, underwriting, and commissions, to issue and place policies • Stay current on relevant industry, legislative, and tax-related issues • Provide agent feedback on product marketing, processing, and customer service issues • Conduct proactive sales calls, sales visits, seminars, marketing campaigns, and outreach • Maintain accurate CRM activity records • Present, conduct, and organize seminars for agents • Demonstrate technical selling skills and product knowledge in life, annuity, long-term care, and disability products • Navigate cases from presale to placement using knowledge of the underwriting process
• Must be in Southern California • 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 • 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 • Excellent prospecting, presentation, and conceptual selling skills • Minimum four years of successful sales experience with life insurance products in the insurance industry • Proven proficiency in developing strategic sales plans and continually achieving or exceeding assigned quotas • Successful sales experience in the insurance brokerage industry • Expert knowledge and experience in life products, complex case design, carrier limits/strengths, carrier selection, and advanced sales concepts • Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue
• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance
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