Insurance Strategist
我们的公司探索你如何为 AmeriLife 贡献.50多年来，AmeriLife 一直是计划退休和生活的人员的年息，生命和医疗保险解决方案开发，营销和分配领域的领导者。合作伙伴们对知道他们提供代理商，市场营销人员和运输商合作伙伴在快速发展的行业中取得成功所需的支持感到满意。工作总结 内保策略师 (IS) 的作用是与 Crumps 金融机构频道支持的客户和账户顾问讨论需求并出售生命保险，以及年息。职位描述关键答案。下面是对这项工作的基本功能总结。其他职责可能会执行，无论是主要还是小，但以下都没有提到。具体活动可以随时发生变化。· 通过发现，包括个人或业务需求和目标，当前财务状况，能够阐述已确定的缺口和机会，并描述解决方案，包括生命，长期护理和残疾收入保险以满足客户需求。·管理日常活动，推动销售活动和待定业务。·直接从推来源来处理接入电话，并与客户及其顾问进行预设通话。· 完成保险申请，并经过认证过程负责以下案件。·向客户和顾问解释各种保险产品的运作方式，不同类型产品及其优势。·查看所有销售活动，以实现产品购买。· 解释财产规划，商业规划，资产杆利用，保险规划 （包括如何处理1035个交易所，说明保险形式以及确定覆盖的需要和数量）. ·学士学位或同等教育，培训和与工作相关经验 · 长期护理及残疾收入保险在现场销售经验的最低2年直接经历与客户以及/或3年以上内置经营服务帮助代理商通过一般机构或保险公司平台销售生命保险；
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Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
The role of the Internal Insurance Strategist (IS) is to discuss needs with and sell life insurance, and Annuities to the clients and advisors of accounts supported by Crump’s Financial Institutions channel. Position is fully remote.Job Description
KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Lead clients through discovery, including personal or business needs and goals, current financial status, be able to articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs.
- Manage daily activities and drive sales activity and pending business.
- Handle incoming calls directly from referral sources, and to be available for pre-set calls with clients and their Advisors.
- Complete insurance applications and take responsibility for following cases thorough the underwriting process.
- Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages.
- See all sales activity through towards product purchase
- Explain the basics of estate planning, business planning, asset leveraging, insurance planning (including how to handle 1035 exchanges, explanation of insurance forms, and how to determine the need and amount of coverage).
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor’s degree or equivalent education, training and work-related experience
- Minimum 2 years direct life, long-term care and disability income insurance selling experience in the field directly with clients and/or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform
CERTIFICATIONS, LICENSES, REGISTRATIONS
- Active Life and Health Insurance license required
- Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
FUNCTIONAL SKILLS
- Effective interpersonal and written communication skills
- Ability to provide excellent customer service to both internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Capable of working independently as well as in a team environment
- Ability to work in a self-directed fashion
- Experience with PC’s in a Windows environment
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products
- Ability to analyze problems and develop solutions
- Ability to communicate with individuals at all levels of the organization
- Have a very clear grasp and understanding of all the features and functions of most term, whole life, universal life, and variable universal life products as well as long-term care and disability insurance solutions
- Proven sales track record of hitting establish sales quotas in the insurance industry
- Active Life and Health insurance license
- Knowledge of the underwriting process
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at .
Pay Transparency Statement
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.
Originally posted on Himalayas