Life Insurance Sales Strategist

Job Description

Job Description

About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Duncan Advisor Resources is a leading financial services enterprise dedicated to providing top-notch support and resources to financial professionals across the United States. With a commitment to integrity and excellence, we empower our advisors to flourish in an ever-evolving industry and regulatory landscape. In partnership with Cambridge Investment Research, our goal is to empower independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Life Insurance Sales Strategist

Position Summary:

The primary function of this role is to drive sales of life insurance products by building and maintaining strong relationships with financial advisors, insurance agents, and other distribution partners. This role combines face-to-face field work with virtual/digital wholesaling efforts to maximize coverage and impact across the assigned territory. The individual serves as a product expert, consultant, and sales strategist, proving training, marketing support, and case design assistance to help producers grow their life insurance business.

Responsibilities:

• Proactively develop and execute a business plan to achieve sales goals within the assigned territory.
• Cultivate and manage relationships with key distribution partners (advisors, agents, agencies, broker-dealers, etc.).
• Conduct in-person and virtual sales meetings, product presentations, and training sessions to promote life insurance solutions.
• Identify opportunities for new business and guide advisors on strategies for advanced markets, estate planning, business continuation, retirement income planning, and wealth transfer.
• Partner with internal teams (internal wholesalers, case designers, underwriting, advanced sales) to deliver a seamless advisor experience.
• Maintain a strong virtual presence through phone, email, webinars, video conferencing, and social media engagement.
• Monitor market trends, competitive products, and regulatory developments to inform sales strategies and advisor education.
• Maintain accurate records of activities and pipeline in CRM systems and provide regular reporting on territory performance.
• Attend industry events, conferences, and meetings as needed to enhance visibility and deepen relationships.
• Travel regularly within the territory will be required (approximately 30-50%).
• Other duties as assigned.

Qualifications:

• Bachelor’s degree preferred, or equivalent experience in insurance, financial services, or a related field
• 3+ years of experience in life insurance wholesaling, sales, or distribution support
• Deep understanding of life insurance products and advanced market concepts
• Integration of a financial plan to help position life insurance in a holistic manner
• Proven track record of meeting or exceeding sales goals
• Excellent presentation, communication, and consultative selling skills
• Active Life & Health Insurance license required
• FINRA Series 6, 7 and/or 63 highly desired
• Comfort with technology and virtual selling platforms (Zoom, MS Teams, Salesforce, LinkedIn)
• Working knowledge and practical experience with Microsoft Office Suite
• Experience with Customer Relationship Management (CRM) software required; Duncan uses Redtail
• Experience with an insurance agency management system highly desired
• Bilingual in Spanish a plus
• Employment is contingent upon successful completion of pre-employment checks, including a review of criminal history and credit report, as permitted by law

Schedule: Monday-Friday, 8:30am-5:00pm (Hybrid Work Options)

Office Location: 5900 Hiatus Road, Tamarac, FL 33321 (Keyes Coverage)

Benefits:

• Competitive Salary plus Commission
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.