Insurance Strategist
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Job Description
Internal Insurance Strategist discussing insurance needs and selling solutions to clients and advisors in financial institutions. Managing sales activity and explaining various insurance products.
Responsibilities:
- Discuss needs with clients and advisors of accounts supported by Crump’s Financial Institutions channel
- Manage daily activities and drive sales activity and pending business
- Handle incoming calls directly from referral sources
- Complete insurance applications and take responsibility for following cases through the underwriting process
- Explain to clients and advisors how various insurance products work and describe solutions to meet client needs
- Explain the basics of estate planning, business planning, asset leveraging, and insurance planning including handling 1035 exchanges
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:
- A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
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