Insurance Strategist

This is a fully remote position, open to applicants in North Carolina, +2 more states.

📋 Description

• Engage with clients and advisors to identify their needs while selling life insurance and annuities within Crump’s Financial Institutions channel.

• Guide clients in discovering their personal or business objectives, financial situations, gaps, and potential opportunities.

• Present life, long-term care, and disability income insurance solutions tailored to client requirements.

• Oversee daily operations and promote sales activities along with pending business management.

• Respond to incoming calls from referral sources and partake in scheduled calls with clients and their advisors.

• Complete insurance applications and monitor cases throughout the underwriting process.

• Clarify insurance products, highlighting differences and benefits to clients and advisors.

• Ensure sales activities culminate in product purchases.

• Provide insights on estate planning, business planning, asset leveraging, and insurance planning, including 1035 exchanges, insurance documentation, and determining coverage needs.

⛳️ Requirements

• Bachelor’s degree or equivalent education, training, and work-related experience.

• At least 2 years of direct experience in selling life, long-term care, and disability income insurance to clients, or a minimum of 3 years in inside sales assisting agents in selling life insurance through a General Agency or insurance carrier platform.

• A valid Life and Health Insurance license is mandatory.

• Must possess and maintain the necessary FINRA registrations (e.g., Series 6 and 63).

• Strong interpersonal and written communication skills are essential.

• Demonstrated ability to deliver excellent customer service to both internal and external clients.

• Proficient time management abilities are required.

• Capable of prioritizing and managing multiple tasks concurrently.

• Able to work independently as well as collaboratively within a team setting.

• Competent in self-directed work practices.

• Familiarity with PCs in a Windows environment is necessary.

• Proven proficiency in basic computer applications, including Microsoft Office software products.

• Strong analytical skills for problem-solving and solution development.

• Effective communication with individuals at all organizational levels.

• Comprehensive understanding of term, whole life, universal life, and variable universal life products, along with long-term care and disability insurance solutions.

• Established sales record of achieving set sales quotas within the insurance sector.

• Knowledge of the underwriting processes.

• Successful completion of background screening is required.

🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings

• Disability insurance

• Life insurance