Licensed Senior Insurance Strategist

Job Summary

Licensed Senior Insurance Strategist, a full-time remote position responsible for discussing client needs and selling life, long-term care, and disability income insurance while managing sales activities and client interactions.

Key Responsibilities

• Lead clients through discovery to identify needs and articulate solutions involving various insurance products
• Manage daily sales activities and handle incoming calls from referral sources and clients
• Complete insurance applications and guide cases through the underwriting process

Required Qualifications

• Bachelor's degree or equivalent education and experience
• Five years of direct experience selling life, long-term care, and disability income insurance
• Active Life and Health insurance license and appropriate FINRA registrations (e.g., Series 6 and 63)
• Proven sales track record in the insurance industry
• Comprehensive understanding of various insurance products and the underwriting process