Insurance Strategist

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🔥 1 minute ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

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Crump Roofing

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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

• Discuss needs with and sell life, long-term care and disability income insurance to the clients and advisors • Lead clients through discovery, including personal or business needs and goals, current financial status • Articulate identified gaps and opportunities, and describe solutions to meet client needs • Manage daily activities and drive sales activity and pending business • Handle incoming calls directly from referral sources • Complete insurance applications and take responsibility for following cases through the underwriting process • Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages • See all sales activity through towards product purchase • Explain the basics of estate planning, business planning, asset leveraging, insurance planning

🎯 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 • or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform • Active Life and Health Insurance license required • Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)

🏖️ Benefits

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