Insurance Strategist

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

📋 Description

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

• Act as an Agent of Record.

• Guide clients through identifying their personal or business objectives, current financial situations, and any gaps or opportunities.

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

• Oversee daily operations and drive sales activities as well as manage pending business.

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

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

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

• Ensure sales activities progress to product purchase.

• Discuss the fundamentals 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.

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

• Minimum of 2 years of experience selling Annuities.

• An active Life and Health Insurance license is required.

• Must hold and maintain relevant FINRA registrations (e.g., Series 6 and 63).

• Strong interpersonal and written communication skills.

• Ability to deliver exceptional customer service to both internal and external clients.

• Effective time management abilities.

• Capacity to prioritize and manage multiple tasks simultaneously.

• Competent in working independently as well as collaboratively in a team setting.

• Self-motivated with the ability to work autonomously.

• Proficient in using PCs in a Windows environment.

• Demonstrated skill in basic computer applications, including Microsoft Office software products.

• Ability to assess problems and devise effective solutions.

• Capable of communicating with individuals at all levels within the organization.

• Strong understanding of term, whole life, universal life, and variable universal life products, alongside long-term care and disability insurance options.

• Proven track record of achieving established sales quotas in the insurance sector.

• Familiarity with the underwriting process.

🏝️ Benefits

• PTO

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings

• Disability insurance

• Life insurance