Regional Insurance Strategist

4 weeks ago


Boston, United States Crump Life Insurance Full time

Job Description Summary Be responsible for selling life insurance through a consultative planning process in an exclusive relationship with the Wealth and commercial banking divisions of a large regional bank. This life insurance platform is wholly owned by the bank. Position will be remote but must reside in the Des Moine area. Active FINRA registration is a Must

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Meet with high net worth and ultra high net worth clients of Wealth Advisors as a member of the advisory and financial planning team 2. Meet with high net worth clients and business clients referred through the efforts of Regional Account Executive to address defined planning/insurance needs 3. Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers 4. Responsible for the generation of life insurance revenue in these channels in the assigned region 5. Support Regional Account Executive in the delivery of marketing programs tailored to channel needs 6. Develop relationships with Wealth Advisory and commercial banking teams in the assigned regions 7. Interface with support staff for the completion and placement of life insurance on bank clients

Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Five years experience in retail life insurance sales or institutional point of sale 2. Effective interpersonal and written communication skills 3. Ability to articulate and apply advanced wealth transfer and business planning concepts; understanding of related tax and financial implications of concepts to individual situations 4. Proficient in consultative sales 5. Capable of working independently as well as in a team environment; self-directed 6. Excellent presentation skills 7. Four year college degree in business or a related field or equivalent combination of education and relevant experience 8. Advanced related degree helpful (CLU, ChFC, CFP, etc) 9. Life Insurance licensed and FNRA registered

#J-18808-Ljbffr


  • Financial Strategist

    1 month ago


    Boston, Massachusetts, United States Federal Home Loan Bank of Boston Full time

    Position Summary This role manages existing analytical resources, and develops new ones, to effectively support the utilization of the Bank's products. The Strategist contributes to the development of member-focused strategies and tactics, communicating directly to members or in collaboration with the member's relationship manager. The Strategist analyzes...


  • Boston, Massachusetts, United States Wellington Management Company, LLP Full time

    About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...


  • Boston, Massachusetts, United States Wellington Management Company, LLP Full time

    About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...


  • Boston, United States Teachers Insurance and Annuity Association - TIAA Full time

    Assists in the execution of Go-To-Market plan deliverables, including defining requirements, coordinating timelines, removing roadblocks, managing compliance and legal review processes, and facilitating the hand-off between teams for execution. Estab Manager, Solutions, Retirement, Integration, Strategist, Solution

  • Content Strategist

    3 weeks ago


    Boston, United States Fidelity TalentSource LLC Full time

     Content Strategist Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Content Strategist to work in Boston, MA, Merrimack, NH, Smithfield, RI, or Westlake, TX. The Role As part of Fidelity’s Content Team, you will be a member of a customer-obsessed team that creates...

  • Content Strategist

    1 day ago


    Boston, United States Fidelity TalentSource LLC Full time

     Content Strategist Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Content Strategist to work in Boston, MA, Merrimack, NH, Smithfield, RI, or Westlake, TX. The Role As part of Fidelity’s Content Team, you will be a member of a customer-obsessed team that creates...


  • Boston, Massachusetts, United States United Church of Christ, National Setting Full time

    The United Church of Christ has an immediate opening for Generosity Officer for the New England Region. The Generosity Officer will assist the Director of Philanthropy, the Development Strategist, OPTIC team and volunteers in carrying out the major gift program/planned giving program of the national setting of the United Church of Christ; holds primary...


  • Boston, Massachusetts, United States United Church of Christ, National Setting Full time

    The United Church of Christ has an immediate opening for Generosity Officer for the New England Region. The Generosity Officer will assist the Director of Philanthropy, the Development Strategist, OPTIC team and volunteers in carrying out the major gift program/planned giving program of the national setting of the United Church of Christ; holds primary...


  • Boston, United States Diversity@Workplace Consulting Group Full time

    Position Summary This role manages existing analytical resources, and develops new ones, to effectively support the utilization of the Bank’s products. The Strategist contributes to the development of member-focused strategies and tactics, communicating directly to members or in collaboration with the member’s relationship manager. The Strategist...


  • Boston, United States Diversity@Workplace Consulting Group Full time

    Position Summary This role manages existing analytical resources, and develops new ones, to effectively support the utilization of the Bank’s products. The Strategist contributes to the development of member-focused strategies and tactics, communicating directly to members or in collaboration with the member’s relationship manager. The Strategist...


  • Boston, Massachusetts, United States CTP Full time

    The CTP Public Affairs team seeks a full-time (40 hours per week) senior-level strategist to manage and lead communications programs for our growing roster of clients. This position is ideal for someone who has a passion for public affairs and strong experience with media relations strategy and crisis communications, particularly in the Greater Boston and...


  • Boston, MA, United States State Street Corporation Full time

    The Fixed Income Portfolio Strategist (PS) is a highly visible role within SSGA's Investment Organization focused on representing our extensive investment capabilities to clients and prospects across businesses in North America. In this capacity, the PS plays an integral role in articulating the investment team's core capabilities and value proposition,...


  • Boston, United States OSI Full time

    Thanks for visiting our Career Page. Please review our open positions and apply to the positions that match your qualifications. Director/Senior Director, Regulatory Strategist – Global Regulatory Lead Senior Director, Regulatory Strategist – Global Regulatory Lead (Hybrid) Position Summary PepGen is at an exciting time in our development. Reporting into...


  • Boston, United States OSI Full time

    Thanks for visiting our Career Page. Please review our open positions and apply to the positions that match your qualifications. Director/Senior Director, Regulatory Strategist – Global Regulatory Lead Senior Director, Regulatory Strategist – Global Regulatory Lead (Hybrid) Position Summary PepGen is at an exciting time in our development. Reporting into...


  • Boston, United States Slalom Full time

    This is a role with Slalom's East Shared and Emerging team – we are open to hiring in many locations and travel will be required as needed by our clients.Role:AI Strategist, Senior Principal/DirectorJoin Slalom's East Generative AI team as an AI Strategist if you're passionate about integrating artificial intelligence into business strategies. This role...


  • Boston, United States Slalom Full time

    This is a role with Slalom's East Shared and Emerging team – we are open to hiring in many locations and travel will be required as needed by our clients.Role:AI Strategist, Senior Principal/DirectorJoin Slalom's East Generative AI team as an AI Strategist if you're passionate about integrating artificial intelligence into business strategies. This role...


  • Boston, MA, United States State Street Corporation Full time

    The Fixed Income Portfolio Strategist (PS) is a highly visible role within SSGA's Investment Organization focused on representing our extensive investment capabilities to clients and prospects across businesses in North America. In this capacity, the PS plays an integral role in articulating the investment team's core capabilities and value proposition,...


  • Boston, MA, United States State Street Bank Full time

    The Fixed Income Portfolio Strategist (PS) is a highly visible role within SSGA’s Investment Organization focused on representing our extensive investment capabilities to clients and prospects across businesses in North America. In this capacity, the PS plays an integral role in articulating the investment team’s core capabilities and value proposition,...


  • Boston, MA, United States PepGen Inc. Full time

    Senior Director, Regulatory Strategist – Global Regulatory Lead (Hybrid) Reporting into the VP Head of Regulatory, you will be responsible for the global regulatory strategic development for one of our lead assets, providing a unique opportunity for a motivated and team-orientated individual who flourishes in an environment where they can help lead and...


  • Boston, Massachusetts, United States Liberty Mutual Insurance Full time

    Pay PhilosophyThe typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as...