Insurance Agent / Strategist – Life, LTC & DI

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🔥 0 minutes ago

🦌 Connecticut, Florida, +3 more states – Remote

🦌 Connecticut – Remote 🐊 Florida – Remote 🌲 North Carolina – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

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Crump Roofing

WebsiteLinkedInAll Job Openings

1 - 10 employees

👥 B2C

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

• Connect with prospective clients who have responded to marketing campaigns • Conduct thorough needs analysis to identify coverage gaps and financial goals • Recommend and sell life, long-term care, and disability insurance solutions • Deliver a high-quality, consultative client experience via phone and virtual channels • Partner with financial advisors and referral sources on client cases • Explain product options, strategies, and planning concepts clearly • Provide guidance on estate, business, and insurance planning fundamentals • Maintain knowledge of term, whole life, UL, VUL, LTC, and DI products • Educate clients and advisors on product features and benefits • Assist with advanced concepts such as coverage design, 1035 exchanges, and needs analysis • Contribute ideas to improve sales processes and marketing effectiveness • Participate in ongoing training • Demonstrate leadership potential as the business scales

🎯 Requirements

• 2+ years of direct life insurance sales experience (inbound or retail preferred) • OR 3+ years of inside sales / case design / insurance strategist experience; proven track record of meeting sales goals. • Wholesaling experience a huge plus. • Active Life & Health Insurance License (required); • FINRA Series 6 & 63 required or ability to obtain. • Strong consultative selling and needs discovery skills • Confident phone and virtual communication skills • Ability to manage multiple tasks in a fast-paced environment • Working knowledge of underwriting and case flow • Self-starter with accountability and teamwork mindset

🏖️ Benefits

• A comprehensive benefits package that includes PTO • medical • dental • vision • retirement savings • disability insurance • life insurance