Insurance Strategist

Crump•Remote, PA, UT

2d•Remote

About The Position

The Internal Insurance Strategist discusses clients’ insurance needs and sells life insurance and annuities to clients and advisors supported by Crump’s Financial Institutions channel. This is an Agent of Record position and is fully remote. The strategist guides clients through discovery of personal or business needs, goals, and financial status; identifies coverage gaps and opportunities; and explains insurance solutions. The role also manages sales activity and pending business, handles referral calls and scheduled client calls, completes applications, and follows cases through underwriting.

Requirements

Bachelor’s degree or equivalent education, training, and work-related experience.
At least 2 years of direct life, long-term care, and disability income insurance sales experience working directly with clients, or 3 or more years handling inside sales to help agents sell life insurance through a General Agency or insurance carrier platform.
At least 2 years of annuity sales experience.
Active Life and Health Insurance license.
Must possess and maintain appropriate FINRA registrations, such as Series 6 and 63.
Effective interpersonal and written communication skills.
Ability to provide excellent customer service to internal and external customers.
Effective time management and ability to prioritize and accomplish multiple tasks simultaneously.
Ability to work independently, in a team environment, and in a self-directed fashion.
Experience using PCs in a Windows environment and proficiency with basic computer applications such as Microsoft Office.
Ability to analyze problems and develop solutions and communicate with individuals at all organizational levels.
Clear understanding of 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 track record of meeting established insurance sales quotas.
Knowledge of the underwriting process.

Responsibilities

Lead clients through discovery of personal or business needs and goals and their current financial status; identify gaps and opportunities and describe suitable life, long-term care, and disability income insurance solutions.
Manage daily activities and drive sales activity and pending business.
Handle incoming calls from referral sources and be available for scheduled calls with clients and their advisors.
Complete insurance applications and follow cases through the underwriting process.
Explain insurance products, differences among product types, and their advantages to clients and advisors.
Follow sales activity through to product purchase.
Explain the basics of estate planning, business planning, asset leveraging, and insurance planning, including 1035 exchanges, insurance forms, and determining coverage needs and amounts.