Insurance Strategist

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

📋 Description

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

• Guide clients through a thorough discovery process, addressing personal or business needs, goals, and their current financial situation.

• Identify gaps and opportunities, providing tailored solutions to fulfill client requirements.

• Oversee daily operations to drive sales initiatives and manage pending business.

• Respond to incoming calls from referral sources directly.

• Complete insurance applications and ensure cases progress smoothly through the underwriting phase.

• Educate clients and advisors about different insurance products, their functionalities, distinctions, and benefits.

• Follow through on all sales activities leading to product purchases.

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

⛳️ Requirements

• Bachelor's degree or an equivalent combination of education, training, and work experience.

• At least 2 years of direct experience in selling life, long-term care, and disability income insurance with clients.

• Alternatively, 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).

🏝️ Benefits

• A comprehensive benefits package that includes PTO.

• Medical coverage.

• Dental insurance.

• Vision care.

• Retirement savings plan.

• Disability insurance.

• Life insurance.