Insurance Strategist

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

📋 Description

• Guide clients in identifying their personal or business needs, objectives, financial situation, gaps, and opportunities.

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

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

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

• Fill out insurance applications and monitor cases throughout the underwriting process.

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

• Ensure sales activities culminate in product purchases.

• Discuss fundamental concepts of estate planning, business planning, asset leveraging, and insurance planning, including 1035 exchanges, insurance forms, and assessing 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 to clients, or over 3 years of experience in inside sales aiding agents in selling life insurance through a General Agency or insurance carrier platform.

• Minimum of 2 years experience in selling Annuities.

• Active Life and Health Insurance license is mandatory.

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

• Strong interpersonal and written communication abilities.

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

• Proficient time management skills.

• Ability to prioritize tasks and manage multiple responsibilities concurrently.

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

• Capacity to operate in a self-directed manner.

• Familiarity with PCs in a Windows environment.

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

• Ability to assess problems and formulate effective solutions.

• Skill in communicating with individuals at all organizational levels.

• Strong understanding of term, whole life, universal life, and variable universal life products, in addition to long-term care and disability insurance solutions.

• Established sales record of meeting defined sales targets in the insurance sector.

• Knowledge of the underwriting process.

🏝️ Benefits

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.