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