Life and Health Insurance Strategist

Job Summary

To support a growing practice, the full-time Internal Insurance Strategist will discuss client needs and sell life insurance and annuities while managing sales activities and guiding clients through the underwriting process in a fully remote environment.

Key responsibilities

• Lead clients through discovery to identify needs and articulate solutions involving life, long-term care, and disability income insurance
• Manage daily sales activities and handle incoming calls from referral sources and clients
• Complete insurance applications and guide cases through the underwriting process while explaining insurance products to clients and advisors

Required qualifications

• Bachelor's degree or equivalent education and experience
• Minimum 2 years of direct selling experience in life, long-term care, and disability income insurance
• Active Life and Health Insurance license required
• Must possess and maintain appropriate FINRA registrations (e.g., Series 6 and 63)
• Experience in inside sales supporting agents in selling life insurance through a General Agency or insurance carrier platform is preferred