Life Insurance Strategist

Job Summary

A company is looking for a Regional Insurance Strategist, TLIS.

Key Responsibilities

• Build relationships and initiate new sales in assigned territories, focusing on high net worth clients
• Assist financial planners in developing wealth transfer and business planning strategies
• Generate life insurance revenue and support marketing programs tailored to client needs

Required Qualifications

• Bachelor's degree or equivalent education, training, and work-related experience
• Five years of proven sales experience in retail life insurance or institutional sales
• Must possess and maintain appropriate FINRA registrations (e.g., Series 6 and 63)
• Life Insurance licensed
• Ability to articulate advanced wealth transfer and business planning concepts