Property and Casualty Claims Specialist
SOLV Energy
Life Insurance Sales Strategist
Duncan Financial Group
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Proactively develop and execute a business plan to achieve sales goals within the assigned territory.
- Cultivate and manage relationships with key distribution partners (advisors, agents, agencies, broker-dealers, etc.).
- Conduct in-person and virtual sales meetings, product presentations, and training sessions to promote life insurance solutions.
- Identify opportunities for new business and guide advisors on strategies for advanced markets, estate planning, business continuation, retirement income planning, and wealth transfer.
- Partner with internal teams (internal wholesalers, case designers, underwriting, advanced sales) to deliver a seamless advisor experience.
- Maintain a strong virtual presence through phone, email, webinars, video conferencing, and social media engagement.
- Monitor market trends, competitive products, and regulatory developments to inform sales strategies and advisor education.
- Maintain accurate records of activities and pipeline in CRM systems and provide regular reporting on territory performance.
- Attend industry events, conferences, and meetings as needed to enhance visibility and deepen relationships.
- Travel regularly within the territory will be required (approximately 30-50%).
- Other duties as assigned.
Requirements
- Bachelor's degree preferred, or equivalent experience in insurance, financial services, or a related field
- 3+ years of experience in life insurance wholesaling, sales, or distribution support
- Deep understanding of life insurance products and advanced market concepts
- Integration of a financial plan to help position life insurance in a holistic manner
- Proven track record of meeting or exceeding sales goals
- Excellent presentation, communication, and consultative selling skills
- Active Life & Health Insurance license required
- FINRA Series 6, 7 and/or 63 highly desired
- Comfort with technology and virtual selling platforms (Zoom, MS Teams, Salesforce, LinkedIn)
- Working knowledge and practical experience with Microsoft Office Suite
- Experience with Customer Relationship Management (CRM) software required; Duncan uses Redtail
- Experience with an insurance agency management system highly desired
Benefits
- Competitive Salary plus Commission
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
life insurance wholesalingsalesdistribution supportadvanced market conceptsfinancial planningsales goalsCRM softwareinsurance agency management system
Soft skills
presentation skillscommunication skillsconsultative selling skillsrelationship management
Certifications
Life & Health Insurance licenseFINRA Series 6FINRA Series 7FINRA Series 63
