Insurance Agent / Strategist (Life, LTC & DI)

AmeriLife•Remote, NC, MI

2d•Onsite

About The Position

Crump is seeking a high-performing Insurance Agent / Strategist to engage with inbound clients and financial advisors, uncover needs, and deliver tailored insurance solutions. This role combines direct-to-consumer sales with consultative insurance strategy, supporting clients from initial conversation through underwriting and policy placement. All leads are provided—allowing you to focus on building relationships, solving problems, and closing business.

Requirements

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.
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

Nice To Haves

Wholesaling experience a huge plus.

Responsibilities

Connect with prospective clients who have responded to marketing campaigns
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
Serve as a subject matter expert across life and health insurance solutions
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
Demonstrate leadership potential as the business scales