Insurance Strategist

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. Key Responsibilities Lead clients through discovery, including personal or business needs and goals, current financial status, identify gaps and opportunities, and explain solutions including life, long‑term care and disability income insurance. Manage daily activities and drive sales activity and pending business. Handle incoming calls directly from referral sources and be available for pre‑set calls with clients and their advisors. Complete insurance applications and take responsibility for following cases through 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 to product purchase. Explain basics of estate planning, business planning, asset leveraging, insurance planning (including 1035 exchanges, explanations of insurance forms, and determining need and amount of coverage). Education and Experience Bachelor’s degree or equivalent education, training and work‑related experience. Minimum 2 years of direct life, long‑term care and disability income insurance selling experience in the field directly with clients. Minimum 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. 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 PCs in a Windows environment and proficiency in Microsoft Office. Ability to analyze problems and develop solutions. Communicate with individuals at all levels of the organization. Clear grasp and understanding of all features and functions of term, whole life, universal life, variable universal life, long‑term care and disability insurance products. Proven sales track record of meeting or exceeding sales quotas in the insurance industry. 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 View email address on click.appcast.io. 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. #J-18808-Ljbffr Amerilife Group, LLC