Amplify Life Insurance
Finally, life insurance that makes sense. At Amplify, we believe that securing our future, protecting our families, and growing our wealth should be a transparent and inclusive opportunity – for everyone.
51 - 200 employees
💰 $20M Series B on 2024-02
Life Insurance Advisor
February 15
Amplify Life Insurance
Finally, life insurance that makes sense. At Amplify, we believe that securing our future, protecting our families, and growing our wealth should be a transparent and inclusive opportunity – for everyone.
51 - 200 employees
💰 $20M Series B on 2024-02
📋 Description
• Assist clients with developing an insurance plan that fits their personal goals and family needs. • Provide an outstanding customer experience by educating and guiding customers through their life insurance purchase. • Generate comprehensive plans for clients that help protect their family and grow wealth through universal life insurance policies (IUL & VUL) and term life. • Engage qualified, inbound leads provided by Amplify via outbound calling. • Answer customer questions via phone, sms, and email. • Understand and confirm customer needs through discovery. • Gather client information required to submit life insurance applications. • Partner with case managers and delivery team members to drive customer conversion. • Participate in team meetings and coaching sessions to improve sales technique and Amplify workflows.
🎯 Requirements
• Bachelor's degree • 1+ years of sales experience via telesales and outbound calling • 1+ years of experience as a life insurance agent with demonstrated success • Must have a current and active Life Insurance License in at least 1 state • Experience with Universal Life Insurance, specifically Indexed Universal Life (IUL) • Strong communication skills and ability to articulate complex topics succinctly • Experience leveraging CRM, Powerdialer, and other sales tools effectively • Proactive, self-motivated with a drive to meet and beat objectives • Basic knowledge of finance • Familiarity with financial planning concepts and available tax-advantaged vehicles • Interest in working weekend shifts occasionally • Bilingual in English and Spanish
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