Insurance Strategist

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

📋 Description

• Guide clients in identifying personal or business requirements, objectives, financial conditions, gaps, and potential opportunities.

• Articulate and promote life, long-term care, and disability income insurance solutions.

• Oversee daily operations and propel sales initiatives along with pending business matters.

• Manage incoming inquiries from referral sources.

• Engage in scheduled discussions with clients and their advisors.

• Finalize insurance applications and track cases throughout the underwriting process.

• Clarify the functionality, distinctions, and benefits of insurance products to clients and advisors.

• Oversee sales activities until product acquisition.

• Provide insights on fundamental estate planning, business planning, asset leveraging, and insurance planning.

• Manage 1035 exchanges, clarify insurance documentation, and assess coverage requirements and amounts.

⛳️ Requirements

• Bachelor's degree or equivalent education, training, and work 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 inside sales assisting agents in selling life insurance via a General Agency or insurance carrier platform.

• Valid Life and Health Insurance license is mandatory.

• Current 6/63 FINRA Registration is essential.

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

• Experience as an Agent of Record.

• Strong interpersonal and written communication abilities.

• Capacity to deliver outstanding customer service to both internal and external clients.

• Proficient time management skills.

• Capability to prioritize and handle multiple tasks concurrently.

• Ability to work autonomously as well as collaboratively in a team setting.

• Competence in self-directed work.

• Familiarity with PCs in a Windows environment.

• Proficiency in Microsoft Office applications.

• Skill in problem analysis and solution development.

• Ability to communicate effectively with individuals across 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.

• Demonstrated sales success in the insurance industry, consistently achieving established sales targets.

• Knowledge of the underwriting process.

🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance