Licensed Insurance Strategist

Job Summary

A company is looking for an Insurance Strategist to sell life, long-term care, and disability income insurance to clients and advisors.

Key Responsibilities

• Lead clients through discovery to identify needs and articulate insurance solutions
• Manage daily activities, drive sales, and handle incoming calls from referral sources
• Complete insurance applications and guide clients through the underwriting process

Required Qualifications, Training, and Education

• Bachelor's degree or equivalent education and experience
• Minimum 2 years of direct insurance selling experience or 3+ years in inside sales
• Active Life and Health Insurance license required
• Must possess and maintain appropriate FINRA registrations (e.g., Series 6 and 63)