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 concepts and solutions to advisors

• Support advisors in marketing insurance concepts and products to their clientele

• Guide advisors through the life insurance underwriting process post-sale

• Create case designs and implement advanced life insurance strategies

• Offer product suggestions and leverage advanced marketing tools

• Deliver presentations on life insurance concepts at various venues 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 in crafting financial strategies that involve wealth transfer, business planning, and intergenerational transfers

• Generate life insurance revenue within assigned channels and regions

• Support IRM partners in executing marketing initiatives tailored to client requirements

• Collaborate with support staff to finalize and place life insurance policies with clients

⛳️ Requirements

• Strong interpersonal and written communication abilities

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

• Proficient time management and prioritization skills

• Ability to manage multiple tasks concurrently

• Capacity to work both independently and collaboratively within a team

• Self-directed working style

• Experience with PCs in a Windows environment

• Proficiency in Microsoft Office suite

• Skill in problem analysis and solution development

• Ability to communicate effectively with individuals across all organizational levels

• Bachelor’s degree or equivalent combination of education, training, and relevant experience

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

• Minimum of five years proven experience in retail life insurance sales or an institutional point-of-sales role

• Ability to articulate and implement advanced wealth transfer and business planning strategies

• Understanding of tax and financial implications related to individual circumstances

• Expertise in consultative sales

• Exceptional presentation abilities

• Life insurance licensed

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

🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance