Insurance Strategist
Crump Roofing
full-time
Posted on:
Location Type: Remote
Location: Remote • Massachusetts, Missouri, Montana, Pennsylvania, Rhode Island • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Discuss needs with and sell life, long-term care and disability income insurance to clients and advisors
- Manage daily activities and drive sales activity and pending business
- Handle incoming calls directly from referral sources
- Complete insurance applications and follow cases through the underwriting process
- Explain to clients and advisors how various insurance products work and their advantages
- Explain basics of estate planning, business planning, asset leveraging, and insurance planning
Requirements
- Bachelor’s degree or equivalent education, training and work-related experience
- Minimum 2 years direct life, long-term care and disability income insurance selling experience in the field directly with clients and/or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform
- Active Life and Health Insurance license required
- Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
life insurance sellinglong-term care insurance sellingdisability income insurance sellinginsurance applicationsunderwriting processestate planningbusiness planningasset leveraginginsurance planning
Soft skills
sales activity managementclient communicationadvisor communicationproblem-solving
Certifications
Bachelor’s degreeLife and Health Insurance licenseFINRA Series 6FINRA Series 63