[Hiring] Insurance Strategist @Crump

Role Description

The role of the Internal Insurance Strategist (IS) is to discuss needs with and sell life, long-term care and disability income insurance to the clients and advisors of accounts supported by Crump’s Financial Institutions channel.

Job Responsibilities

• Lead clients through discovery, including personal or business needs and goals, current financial status, articulate identified gaps and opportunities, and describe solutions including life, long-term care and disability income insurance to meet client needs.
• 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.
• Explain the basics of estate planning, business planning, asset leveraging, insurance planning (including how to handle 1035 exchanges, explanation of insurance forms, and how to determine the need and amount of coverage).

Qualifications

• Bachelor’s degree or equivalent education, training and work-related experience.
• Minimum 2 years 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.

Requirements

• Active Life and Health Insurance license required.
• Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63).

Functional Skills

• 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 PCs 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.
• 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.
• Knowledge of the underwriting process.

Benefits

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.