Insurance Strategist

2 days ago

Charlotte, North Carolina, United States Crump Life Insurance Full time
Job Title: Insurance Strategist

Crump Life Insurance is seeking a highly skilled Insurance Strategist to join our team. As an Insurance Strategist, you will be responsible for discussing needs with and selling life, long-term care and disability income insurance to clients and advisors of accounts supported by Crump's Financial Institutions channel.

Key Responsibilities:
  • Lead clients through discovery, including personal or business needs and goals, current financial status, and identify gaps and opportunities.
  • Manage daily activities and drive sales activity and pending business.
  • Handle incoming calls directly from referral sources, and be available for pre-set calls with clients and their Advisors.
  • Complete insurance applications and take responsibility for following cases through the underwriting process.
  • Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages.
  • See all sales activity through towards product purchase.
Requirements:
  • Effective interpersonal and written communication skills.
  • Ability to provide excellent customer service to both internal and external customers.
  • Effective time management skills.
  • Ability to prioritize and accomplish multiple tasks simultaneously.
  • Capable of working independently as well as in a team environment.
  • Ability to work in a self-directed fashion.
  • Experience with PC's in a Windows environment.
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products.
  • Ability to analyze problems and develop solutions.
  • Ability to communicate with individuals at all levels of the organization.
  • Bachelor's degree or equivalent education, training and work-related experience.
  • Two years of direct life, long-term care and disability income insurance selling experience in the field directly with clients and/or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform.
  • Have a very clear grasp and understanding of all the features and functions of most term, whole life, universal life, and variable universal life products as well as long-term care and disability insurance solutions.
  • Proven sales track record of hitting established sales quotas in the insurance industry.
  • Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and Active Life and Health insurance license).
  • Knowledge of the underwriting process.
Benefits:

Crump Life Insurance offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

Crump Life Insurance is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

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