Regional Insurance Strategist

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

📋 Description

• Establish connections and initiate new sales within designated territories.

• Promote estate, business, charitable, and life insurance ideas and concepts alongside Advisors.

• Support Advisors in marketing insurance products and concepts to their clients.

• Aid Advisors during the life insurance underwriting process following a sale.

• Create case designs and implement advanced life insurance strategies.

• Offer product recommendations and leverage sophisticated marketing tools.

• Deliver presentations on life insurance concepts at various locations within the assigned territory.

• Meet with high-net-worth and ultra-high-net-worth clients of assigned Advisors as part of the Integrated Relationship Management Team.

• Provide specialized knowledge in insurance planning and risk management.

• Assist planners with financial strategies related to wealth transfer, business planning, and intergenerational transfers.

• Generate life insurance revenue across assigned channels and regions.

• Collaborate with IRM partners to implement marketing programs tailored to client requirements.

• Coordinate with support staff to complete and finalize life insurance placements with clients.

⛳️ Requirements

• Strong interpersonal and written communication abilities.

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

• Proficient in time management and prioritization.

• Ability to manage multiple tasks concurrently.

• Capable of working independently as well as part of a team.

• Ability to operate effectively in a self-directed manner.

• Experience using PCs within a Windows environment.

• Proficient in Microsoft Office applications.

• Ability to analyze challenges and devise effective solutions.

• Skillful in communicating with individuals at all levels of the organization.

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

• Must hold and maintain appropriate FINRA registrations, such as Series 6 and 63.

• Minimum of five years of demonstrated sales experience in retail life insurance sales or an institutional point-of-sales capacity.

• Ability to articulate and implement advanced wealth transfer and business planning concepts, including related tax and financial ramifications.

• Proficient in consultative sales techniques.

• Exceptional presentation skills.

• Life insurance licensed.

• Advanced qualifications such as JD, CFP, and CLU are preferred.

• Employment offer subject to successful background screening.

🏝️ Benefits

• PTO

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings

• Disability insurance

• Life insurance