Insurance Strategist (Remote)

Crump•Remote, PA, UT

8d•Remote

About The Position

The role of the Internal Insurance Strategist (IS) is to discuss needs with and sell life, long-term care and disability income insurance to the clients and advisors of accounts supported by Crump’s Financial Institutions channel. The position will be fully remote. The IS will lead clients through discovery, including personal or business needs and goals, current financial status, articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs. The IS will manage daily activities and drive sales activity and pending business. They will handle incoming calls directly from referral sources, and be available for pre-set calls with clients and their Advisors. The IS will complete insurance applications and take responsibility for following cases through the underwriting process. They will explain to clients and advisors how various insurance products work, the differences between product types, and their advantages, and see all sales activity through towards product purchase. The IS will also explain the basics of estate planning, business planning, asset leveraging, insurance planning (including how to handle 1035 exchanges, explanation of insurance forms, and how to determine the need and amount of coverage).

Requirements

Current 6/63 Finra Registration
Agent of Record experience
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)
Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Experience with PC’s in a Windows environment
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Ability to analyze problems and develop solutions
Ability to communicate with individuals at all levels of the organization
Have a very clear grasp and understanding of all the features and functions of most term, whole life, universal life, and variable universal life products as well as long-term care and disability insurance solutions
Proven sales track record of hitting establish sales quotas in the insurance industry
Active Life and Health insurance license
Knowledge of the underwriting process

Responsibilities

Lead clients through discovery, including personal or business needs and goals, current financial status, be able to articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs.
Manage daily activities and drive sales activity and pending business.
Handle incoming calls directly from referral sources, and to be available for pre-set calls with clients and their Advisors.
Complete insurance applications and take responsibility for following cases thorough the underwriting process.
Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages.
See all sales activity through towards product purchase
Explain the basics of estate planning, business planning, asset leveraging, insurance planning (including how to handle 1035 exchanges, explanation of insurance forms, and how to determine the need and amount of coverage).