Insurance Agent – Life, LTC & DI

AmeriLife

Insurance Agent / Strategist engaging with inbound clients and financial advisors for tailored insurance solutions. Focusing on life, long-term care, and disability insurance solutions while providing a consultative client experience.

Posted 6/24/2026full-timeRemote • Connecticut, Florida, Missouri, North Carolina, Pennsylvania • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Engage with inbound clients and financial advisors
Conduct thorough needs analysis to identify coverage gaps and financial goals
Recommend and sell life, long-term care, and disability insurance solutions
Deliver a high-quality, consultative client experience via phone and virtual channels
Partner with financial advisors and referral sources on client cases
Explain product options, strategies, and planning concepts clearly
Provide guidance on estate, business, and insurance planning fundamentals
Maintain knowledge of term, whole life, UL, VUL, LTC, and DI products
Educate clients and advisors on product features and benefits
Assist with advanced concepts such as coverage design, 1035 exchanges, and needs analysis
Contribute ideas to improve sales processes and marketing effectiveness
Participate in ongoing training

Requirements

What you’ll need

2+ years of direct life insurance sales experience (inbound or retail preferred)
OR 3+ years of inside sales / case design / insurance strategist experience; proven track record of meeting sales goals
Wholesaling experience a huge plus
Active Life & Health Insurance License (required)
FINRA Series 6 & 63 required or ability to obtain
Strong consultative selling and needs discovery skills
Confident phone and virtual communication skills
Ability to manage multiple tasks in a fast-paced environment
Working knowledge of underwriting and case flow
Self-starter with accountability and teamwork mindset

Benefits

Comp & perks

Comprehensive benefits package that includes PTO
Medical insurance
Dental insurance
Vision insurance
Retirement savings
Disability insurance
Life insurance

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

life insurance saleslong-term care insurancedisability insuranceneeds analysiscoverage design1035 exchangesunderwritingcase flow

Soft Skills

consultative sellingneeds discoverycommunicationteamworkaccountabilitytime management

Certifications

Life & Health Insurance LicenseFINRA Series 6FINRA Series 63