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Insurance Strategist at AmeriLife - ApplyBlast

Insurance Strategist

AmeriLife

14 days ago

3.4 on Glassdoor

Remote

Full Time

Medior

0 applicants

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About this role

The Insurance Strategist role involves discussing client needs and selling life insurance and annuities to clients and advisors within Crump’s Financial Institutions channel. The position is fully remote and requires managing daily sales activities, handling incoming calls, and guiding clients through the underwriting process. The role focuses on articulating financial gaps, explaining insurance product differences, and driving sales towards product purchase.

Responsibilities

Sell life insurance and annuities to clients and advisors
Manage daily sales activities and drive pending business
Complete insurance applications and guide cases through underwriting

Skills

Qualifications

Bachelor's degreeActive Life and Health Insurance licenseFINRA registrations (e.g. Series 6 and 63)

About AmeriLife

amerilife.com

Headquarters

Clearwater, Florida, United States

Company Size

1001-5000 employees

Founded

1971

View Profile

AmeriLife is one of the leading independent marketing organizations (IMOs) and registered investment advisors in the United States, delivering insurance and financial solutions to agents, advisors, and affiliated firms to help people live longer, healthier lives. The company operates a vast nationwide distribution network of over 166 unique IMOs, agencies, and financial firms, supported by more than 300,000 client-centered agents and advisors. AmeriLife offers a broad range of products including life and health insurance, annuities, and wealth management services, along with proprietary technology tools to accelerate agent and advisor business growth.