Financial Insurance Strategist

5 days ago


Houston, Texas, United States Amplify Full time
About the Role

As a Financial Insurance Strategist at Amplify, you will be responsible for assisting clients in developing an insurance plan that aligns with their personal goals and family needs.

You will engage with qualified leads provided by Amplify via outbound calling, answer customer questions via phone, SMS, and email, and understand and confirm customer needs through discovery.

Leveraging our platform, you will generate recommended plans for customers and explain the benefits of those plans within the context of customer needs. You will also educate clients on the basics of life insurance, Amplify's process, universal life insurance, how it works, and when it is suitable.

Your responsibilities will include assisting clients with finding and customizing life insurance plans, illustrating scenarios, gathering client information required to submit life insurance applications, partnering with case managers and delivery team members to drive customer conversion, and joining and actively participating in team meetings and coaching sessions to improve sales technique and Amplify workflows.

We are seeking experienced and self-motivated sales professionals who desire the lead pipeline, training, and structure to set them up for success while building their career as a trusted advisor.



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