Life Insurance Sales Strategist

Keystone Agency Partners LLC • Tamarac, FL

5d • Hybrid

About The Position

Duncan Financial Group, headquartered in Irwin, Pennsylvania, is a premier independent insurance and financial services organization dedicated to helping clients build and protect a better financial future. With over 45 years of family-run history, Duncan offers award-winning service across insurance, wealth management, and accounting needs. The company is experiencing consistent growth and is seeking new talent to join its expanding team. Duncan Advisor Resources is a leading financial services enterprise that supports financial professionals nationwide, partnering with Cambridge Investment Research to provide advisors with tools and services that enhance client relationships and practice efficiency.

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
• Bilingual in Spanish a plus
• Employment is contingent upon successful completion of pre-employment checks, including a review of criminal history and credit report, as permitted by law

Nice To Haves

• FINRA Series 6, 7 and/or 63 highly desired
• Experience with an insurance agency management system highly desired
• Bilingual in Spanish a plus

Responsibilities

• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree