Insurance Strategist

Job not on LinkedIn

🔥 3 minutes 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: the chance that no one is really hiring for this job.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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📋 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 participate in preset calls with clients and their advisors • Complete insurance applications and follow cases through the underwriting process • Explain insurance products, product-type differences, and advantages to clients and advisors • See sales activity through to product purchase • Explain the basics of estate planning, business planning, asset leveraging, and insurance planning, including 1035 exchanges, insurance forms, and determining 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 • Minimum of 2 yrs selling Annuities • 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, and variable universal life products, plus long-term care and disability insurance solutions • Proven sales track record of hitting established sales quotas in the insurance industry • Knowledge of the underwriting process

🏖️ Benefits

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

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