Remote Regional Insurance Strategist in Los Angeles

Location: California

Compensation: To Be Discussed

Staff Reviewed: Tue, Apr 20, 2021

This job expires in: 11 days

Job Category: Marketing

Remote Level: 100% Remote

Weekly Hours: Full Time

Employment Status: Temporary

Employer Type: Employer

Career Level: Experienced

Education Level: Some College, Bachelors, Masters

Job Summary

A financial services company is filling a position for a Remote Regional Insurance Strategist in Los Angeles.

Candidates will be responsible for the following:

  • Supporting Regional Account Executive in the delivery of marketing programs tailored to channel needs
  • Developing relationships with Wealth Advisory and commercial banking teams in the assigned regions
  • Interfacing with support staff for the completion and placement of life insurance on bank clients

Applicants must meet the following qualifications:

  • Four year college degree in business or a related field or equivalent combination of education and relevant experience
  • Effective interpersonal and written communication skills
  • Five years experience in retail life insurance sales or institutional point of sale
  • Advanced related degree helpful (CLU, ChFC, CFP, etc)
  • Life Insurance licensed and FNRA registered
  • Ability to articulate and apply advanced wealth transfer and business planning concepts; understanding of related tax and financial implications of concepts to individual situations

COMPLETE JOB DESCRIPTION

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