Life and Health Insurance Strategist
Job Summary
To support clients and advisors, the full-time remote Life and Health Insurance Strategist will discuss needs and sell life, long-term care, and disability income insurance while managing daily sales activities and guiding clients through the underwriting process.
Key responsibilities
- Lead clients through discovery to identify needs and articulate insurance solutions
- Manage daily sales activities and follow cases through the underwriting process
- Explain various insurance products and their advantages to clients and advisors
Required qualifications
- Bachelor's degree or equivalent education and experience
- Minimum 2 years of direct life, long-term care, and disability income insurance sales experience
- Active Life and Health Insurance license required
- Must possess and maintain appropriate FINRA registrations (e.g., Series 6 and 63)
- Proven sales track record in the insurance industry
Complete Job Description
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