Insurance Strategist

2 days ago

🇺🇸 United States – Remote

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

🔔 Pennsylvania – Remote

Although this job is listed in Pennsylvania, this company may be open to hiring remote in other states.

+1 more states

🌲 North Carolina – Remote 🔔 Pennsylvania – Remote ⛷️ Utah – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

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TIH

WebsiteLinkedInAll Job Openings

Business Insurance • Risk Management • Personal Insurance • Employee Benefits

5001 - 10000 employees

Founded 1922

Description

• Discuss with clients and sell life, long-term care and disability income insurance • Manage daily activities, drive sales activity and pending business • Handle calls from referral sources and clients • Complete insurance applications and follow through underwriting process • Explain insurance products, differences and advantages to clients and advisors • See all sales activity through to product purchase • Explain basics of estate planning, business planning, and insurance planning

Requirements

• Effective interpersonal and written communication skills • Excellent customer service skills • Effective time management skills • Ability to prioritize and accomplish multiple tasks • Capable of working independently and in a team • Ability to work self-directed • Experience with PC's in a Windows environment • Proficiency in Microsoft Office • Ability to analyze problems and develop solutions • Ability to communicate with all organization levels • Bachelor's degree or equivalent experience • Two years of direct insurance selling experience or 3+ years in inside sales • Understanding of term, whole life, universal life, and variable universal life products • Proven sales track record in insurance • Must have appropriate FINRA registrations • Active Life and Health insurance license • Knowledge of underwriting process

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment • Tax-preferred savings accounts • 401k plan • 10 days of vacation, prorated • 10 sick days, prorated • Paid holidays • Possible eligibility for pension plan, restricted stock units, and deferred compensation plan