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 needs, goals, and financial circumstances.

• Recognize gaps and opportunities, and articulate solutions for life, long-term care, and disability income insurance.

• Oversee daily operations and actively drive sales efforts and pending business.

• Manage incoming calls from referral sources and engage in scheduled discussions with clients and advisors.

• Complete insurance applications and track cases through the underwriting process.

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

• Steer sales efforts towards product purchases.

• Provide foundational knowledge on estate planning, business planning, asset leveraging, and insurance strategies.

• Explain and manage 1035 exchanges and associated insurance documentation.

• Assess insurance needs and determine suitable coverage amounts.

⛳️ Requirements

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

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

• A valid 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 outstanding customer service to both internal and external clients.

• Efficient time management skills.

• Able to prioritize and manage multiple tasks concurrently.

• Competent in working both independently and as part of a team.

• Ability to function in a self-directed manner.

• Familiarity with PCs in a Windows environment.

• Proficient in basic computer applications including Microsoft Office.

• Skillful in analyzing issues and generating solutions.

• Ability to interact 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 options.

• Demonstrated sales success in achieving established quotas within the insurance sector.

• Knowledge of the underwriting process.

• Successful completion of background checks.

🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance