Insurance Strategist - Remote

Overview

The role of the Internal Insurance Strategist (IS) involves discussing needs with and selling life, long-term care, and disability income insurance to clients and advisors in Crump’s Financial Institutions channel.

In Short

• Lead clients through discovery of their personal or business needs.
• Manage daily activities and drive sales activity.
• Handle incoming calls from referral sources.
• Complete insurance applications and manage the underwriting process.
• Explain various insurance products and their advantages.
• Oversee sales activity towards product purchase.
• Educate clients on estate and insurance planning.
• Work independently and in a team environment.
• Utilize Microsoft Office and other basic computer applications.
• Achieve established sales quotas in the insurance industry.

Requirements

• Bachelor’s degree or equivalent experience.
• Minimum 2 years of direct life insurance sales experience.
• Active Life and Health Insurance license required.
• Proficiency in communication and customer service.
• Effective time management and multitasking skills.
• Knowledge of insurance products and underwriting processes.
• Ability to analyze problems and develop solutions.
• Experience in a Windows environment.
• Strong sales track record.
• Possession of FINRA registrations (e.g., Series 6 and 63).

Benefits

• Competitive salary and commission structure.
• Opportunities for professional development.
• Inclusive and respectful workplace culture.
• Supportive work environment with advanced technology tools.
• Commitment to diversity and equal opportunity.