Insurance Strategist

Job not on LinkedIn

🔥 18 hours ago

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

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

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

👻 Ghost score 13%

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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Crump Roofing

WebsiteLinkedInAll Job Openings

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

• Lead clients through discovery of personal or business needs, goals, financial status, gaps, and opportunities • Explain and sell life, long-term care, and disability income insurance solutions • Manage daily activities and drive sales activity and pending business • Handle incoming calls from referral sources • Participate in preset calls with clients and their advisors • Complete insurance applications and follow cases through underwriting • Explain insurance product functionality, differences, and advantages to clients and advisors • Manage sales activity through 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 • Active Life and Health Insurance license required • Current 6/63 FINRA Registration required • Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63) • Agent of Record experience • 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 • Ability to analyze problems and develop solutions • Ability to communicate with individuals at all organizational levels • Clear understanding of term, whole life, universal life, and variable universal life products, as well as long-term care and disability insurance solutions • Proven insurance-industry sales track record of meeting established sales quotas • Knowledge of the underwriting process

🏖️ Benefits

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