Insurance Strategist

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Engage with clients and advisors to assess their needs and sell life, long-term care, and disability income insurance.

• Oversee daily operations while driving sales initiatives and managing pending business.

• Respond to incoming calls from referral sources directly.

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

• Clarify the various insurance products, highlighting their distinctions and benefits to clients and advisors.

• Provide an overview of estate planning, business planning, asset leveraging, and insurance planning fundamentals.

⛳️ Requirements

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

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

• A valid Life and Health Insurance license is mandatory.

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

🏝️ Benefits

• Paid Time Off (PTO)

• Medical coverage

• Dental coverage

• Vision coverage

• Retirement savings plan

• Disability insurance

• Life insurance