State Licensed Insurance Strategist
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Job Summary
To support clients and advisors in the Financial Institutions channel, the full-time remote State Licensed Insurance Strategist will discuss needs and sell life insurance and annuities while managing sales activities and guiding clients through the underwriting process.
Key responsibilities
- Lead clients through discovery to identify personal or business needs and articulate solutions including various insurance products
- Manage daily sales activities and handle incoming calls from referral sources and clients
- Complete insurance applications and ensure cases progress through the underwriting process
Required qualifications
- Bachelor's degree or equivalent education and work experience
- Minimum 2 years of direct experience in selling life, long-term care, and disability income insurance
- At least 2 years of experience selling annuities
- Active Life and Health Insurance license required
- Must possess and maintain appropriate FINRA registrations (e.g., Series 6 and 63)
Complete Job Description
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