Regional Insurance Strategist, TLIS

Requirements

• 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 PC's 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
• Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
• Five years of proven sales experience in a retail life insurance sales or an institutional point of sales role
• Ability to articulate and apply advanced wealth transfer and business planning concepts, and an understanding of related tax and financial implications of concepts to individual situations
• Proficient in consultative sales
• Excellent presentation skills
• Life Insurance licensed
• Advanced designations, such as JD, CFP, CLU, and other industry credentials
• What AmeriLife Offers
• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
• Equal Employment Opportunity Statement
• Americans with Disabilities Act (ADA) Statement
• Pay Transparency Statement
• We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market

Benefits

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 Build relationships and initiate new sales in assigned territories. Sales includes selling estate, business, charitable and life insurance concepts and ideas with Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting them through the life insurance underwriting process once the sale is made. This includes, but is not limited to, designing cases, understanding advanced life insurance concepts, providing product recommendations, utilizing advanced marketing tools, and presenting life insurance concepts at various locations within the assigned territory. Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES 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. Meet with high net worth and ultra-high net worth clients of assigned advisors as a member of the Integrated Relationship Management (IRM) Team, providing expertise in the areas of insurance planning and risk management. Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers Responsible for the generation of life insurance revenue in these channels in the assigned region Support IRM partners in the delivery of marketing programs tailored to client needs Interface with support staff for the completion and placement of life insurance with clients

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