Life Insurance Sales Strategist

Job Summary

To support a growing client base, the full-time remote Business Solutions Strategist will identify and develop customized business and wealth-planning strategies for commercial banking clients, leveraging deep technical expertise in life insurance and executive benefits.

Key responsibilities

• Partner with commercial bankers to generate referrals and lead discovery meetings with clients to assess their organizational challenges and executive benefit needs
• Deliver tailored insurance advice and drive the placement of solutions from acceptance to implementation
• Manage the new business and in-process pipeline, ensuring timely updates to partners and clients

Required qualifications

• Bachelor's degree or equivalent education and experience
• Minimum of 7-10 years of proven sales experience in retail life insurance or institutional sales
• Must possess and maintain appropriate FINRA registrations (e.g., SIE, Series 6 and 63)
• Proficient in consultative sales with excellent presentation skills
• Life Insurance licensed