Insurance Agent / Strategist – Life, LTC & DI

This is a fully remote position, open to applicants in Connecticut, +4 more states.

📋 Description

• Engage with potential clients who have shown interest in marketing initiatives.

• Perform detailed needs assessments to uncover coverage deficiencies and financial objectives.

• Propose and sell solutions for life, long-term care, and disability insurance.

• Provide a top-notch, consultative experience for clients through phone and virtual interactions.

• Collaborate with financial advisors and referral partners on client cases.

• Clearly articulate product options, strategies, and planning concepts.

• Offer insights on estate, business, and insurance planning fundamentals.

• Stay informed about term, whole life, UL, VUL, LTC, and DI products.

• Educate clients and advisors on the features and advantages of products.

• Assist with advanced concepts such as coverage design, 1035 exchanges, and needs assessments.

• Share suggestions to enhance sales processes and marketing effectiveness.

• Engage in ongoing training opportunities.

• Exhibit leadership potential as the business expands.

⛳️ Requirements

• Minimum of 2 years of direct life insurance sales experience (inbound or retail preferred).

• Alternatively, 3+ years of experience in inside sales, case design, or as an insurance strategist, with a proven record of achieving sales targets.

• Wholesaling experience is highly advantageous.

• Must possess an active Life & Health Insurance License.

• FINRA Series 6 & 63 is required or the ability to obtain these licenses.

• Strong consultative selling abilities and skills in needs discovery.

• Confident in communication via phone and virtual platforms.

• Capable of handling multiple tasks in a dynamic environment.

• Familiarity with underwriting processes and case flow management.

• A self-motivated individual with a sense of accountability and a team-oriented mindset.

🏝️ Benefits

• A comprehensive benefits package that includes PTO.

• Medical coverage.

• Dental insurance.

• Vision benefits.

• Retirement savings plan.

• Disability insurance.

• Life insurance.