Additional Information
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
Provide life insurance producers with specific advanced planning and illustration support to generate life insurance sales. This includes, but is not limited to, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, and presenting planning concepts.
Job Description
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Advanced sales case design
Advanced case research and development
Ability to fully understand client life needs - income protection, estate planning, replacement
Review available approved products per wirehouse and select carriers, products, and design that are best for the client
Creation of advanced sales marketing tools
Preparation of sales presentation, including obtaining compliance approval from financial institution
Act as a liaison between financial institutions, agents and carrier home offices to facilitate sales
Support the sale of carrier specific and Crump proprietary advanced sales deliverables
Maintain in-depth knowledge of approved carriers & products by financial institution, including new products, product changes, transitions, repricing, limitations, riders, etc.
Effectively communicate on a regular basis with sales team, carrier wholesalers, internal sales desks, and case managers, to ensure open communication on product, changes, etc.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Experience with PCs in a Windows environment
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Ability to analyze problems and develop solutions
Ability to communicate with individuals at all levels of the organization
Bachelor's degree or equivalent education, training and work-related experience
Experience with advanced case design, research and complex cases
Experience creating marketing tools to drive sales
Solid understanding of various tax and legal rules, as it pertains to life insurance
Excellent writing and technical research skills
Exceptional organizational skills
Knowledge of carrier life products, specific advanced sales concepts and illustration software
Amerilife · Remote