Insurance Strategist
AmeriLife · US
Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of ann...
Job description
Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary: 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 Description: KEY RESPONSIBILITIES: 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. - Lead clients through discovery, including personal or business needs and goals, current financial status, be able to 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 a...