The Insurance Strategist sells life, long-term care, and disability income insurance while managing client relationships and sales activities, ensuring effective communication and customer service.
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, long-term care and disability income insurance to the clients and advisors of accounts supported by Crump’s Financial Institutions channel.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
Top Skills
MS Office
Windows
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