Regional Insurance Strategist, TLIS

Job Summary Build relationships and initiate new sales in assigned territories. Sales includes selling estate, business, charitable and life insurance concepts and ideas with Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting them through the life insurance underwriting process once the sale is made. This includes, but is not limited to, designing cases, understanding advanced life insurance concepts, providing product recommendations, utilizing advanced marketing tools, and presenting life insurance concepts at various locations within the assigned territory. Essential Duties and Responsibilities Meet with high net worth and ultra‑high net worth clients of assigned advisors as a member of the Integrated Relationship Management (IRM) Team, providing expertise in the areas of insurance planning and risk management. Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers. Responsible for the generation of life insurance revenue in these channels in the assigned region. Support IRM partners in the delivery of marketing programs tailored to client needs. Interface with support staff for the completion and placement of life insurance with clients. Qualifications 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 PCs 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. Bachelor's degree or equivalent education, training and work‑related experience. Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63). Five years of proven sales experience in a retail life insurance sales or an institutional point of sales role. Ability to articulate and apply advanced wealth transfer and business planning concepts, and an understanding of related tax and financial implications of concepts to individual situations. Proficient in consultative sales. Excellent presentation skills. Life insurance licensed. Preferred Qualifications Advanced designations, such as JD, CFP, CLU, and other industry credentials. Benefits 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. 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