AmeriLife

Director, Product & Advanced Strategies, Advanced Sales

AmeriLife

full-time

Posted on:

Location Type: Remote

Location: Minnesota • United States

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Salary

💰 $200,000 - $220,000 per year

Job Level

Lead

About the role

  • Collaborate daily with wholesalers, financial professionals, and internal stakeholders to develop and present consultative and customized solutions for complex financial needs, including retirement planning, estate planning, business succession, executive benefits, tax strategies, and charitable giving.
  • Present advanced sales strategies, case consultations, and content via webinars, public speaking at industry events and conferences, and telephone support.
  • Assist in developing sales ideas, marketing collateral, presentations, whitepapers, and assorted material to promote and position advanced sales strategies and insurance solutions.
  • Work closely with sales leaders and wholesalers to train and enhance their understanding of advanced sales strategies.
  • Proactively communicate changes in tax law, industry trends, and regulatory developments that affect advanced sales strategies.
  • Provide detailed knowledge of life insurance, annuities, and other financial products to financial professionals.
  • Build and maintain strong relationships with wholesalers, financial professionals, and key partners to foster long-term trust and collaboration.

Requirements

  • Bachelor’s degree
  • Advanced degree strongly preferred (JD, CPA, MBA, LLM, or other equivalent)
  • CLU, ChFC, CFP, CPA, RICP, or similar designation
  • 5+ years of annuity or life insurance experience
  • 5+ years of advanced sales, financial planning, or related industry experience
  • FINRA Series 6 or 7, or ability to obtain within 90-days
  • State insurance license, or ability to obtain within 90-days
  • Ability to travel (approx. 30%)
Benefits
  • PTO
  • medical
  • dental
  • vision
  • retirement savings
  • disability insurance
  • life insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningadvanced sales strategiesconsultative solutionsretirement planningestate planningbusiness successiontax strategiescharitable givinglife insuranceannuities
Soft Skills
collaborationcommunicationpresentation skillsrelationship buildingtrainingpublic speakingconsultationproactive communicationtrust buildingproblem solving
Certifications
Bachelor's degreeAdvanced degree (JD, CPA, MBA, LLM)CLUChFCCFPCPARICPFINRA Series 6FINRA Series 7State insurance license