Regional Insurance Strategist

Job not on LinkedIn

🔥 0 minutes ago

🎸 Tennessee – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 Insurance

👻 Ghost score 13%

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Logo of Crump Roofing

Crump Roofing

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

• Build relationships and initiate new sales in assigned territories • Sell estate, business, charitable, and life insurance concepts and ideas to advisors • Assist advisors in selling insurance ideas and products to their clients • Assist advisors through the life insurance underwriting process after a sale • Design cases and provide product recommendations • Apply advanced life insurance concepts and use advanced marketing tools • Present life insurance concepts at various locations within the assigned territory • Meet with high-net-worth and ultra-high-net-worth clients of assigned advisors as part of the Integrated Relationship Management Team • Provide expertise in insurance planning and risk management • Assist planners with financial plans involving wealth transfer, business planning, and intergenerational transfers • Generate life insurance revenue in assigned channels and region • Support IRM partners in delivering marketing programs tailored to client needs • Interface with support staff to complete and place life insurance with clients

🎯 Requirements

• 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 • Capable of working 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 levels of the organization • Bachelor's degree or equivalent education, training and work-related experience • Must possess and maintain appropriate FINRA registrations, e.g. Series 6 and 63 • Five years of proven sales experience in retail life insurance sales or an institutional point of sales role • Ability to articulate and apply advanced wealth transfer and business planning concepts, including related tax and financial implications • Proficient in consultative sales • Excellent presentation skills • Life Insurance licensed • Advanced designations such as JD, CFP, CLU, and other industry credentials are preferred

🏖️ Benefits

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

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