Insurance Agent / Strategist (Life, LTC & DI)

Requirements

• 2+ years of direct life insurance sales experience (inbound or retail preferred) OR 3+ years of inside sales / case design / insurance strategist experience; proven track record of meeting sales goals. Wholesaling experience a huge plus.
• Licenses
• Active Life & Health Insurance License (required); FINRA Series 6 & 63 required or ability to obtain.
• Core Skills
• Strong consultative selling and needs discovery skills
• Confident phone and virtual communication skills
• Ability to manage multiple tasks in a fast-paced environment
• Working knowledge of underwriting and case flow
• Self-starter with accountability and teamwork mindset
• What Makes This Role Unique
• Inbound, pre-qualified leads provided
• Blend of sales, strategy, and advisor collaboration
• Opportunity to grow into leadership
• High-impact role in a growing business segment
• 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
• Background Screening Statement
• Employment offers are contingent upon the successful completion of a b

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 Crump is seeking a high-performing Insurance Agent / Strategist to engage with inbound clients and financial advisors, uncover needs, and deliver tailored insurance solutions. This role combines direct-to-consumer sales with consultative insurance strategy, supporting clients from initial conversation through underwriting and policy placement. All leads are provided-allowing you to focus on building relationships, solving problems, and closing business. Job Description Client Engagement & Sales Connect with prospective clients who have responded to marketing campaigns Conduct thorough needs analysis to identify coverage gaps and financial goals Recommend and sell life, long-term care, and disability insurance solutions Deliver a high-quality, consultative client experience via phone and virtual channels Advisor & Strategic Support Partner with financial advisors and referral sources on client cases Explain product options, strategies, and planning concepts clearly Provide guidance on estate, business, and insurance planning fundamentals Serve as a subject matter expert across life and health insurance solutions Product & Solution Expertise Maintain knowledge of term, whole life, UL, VUL, LTC, and DI products Educate clients and advisors on product features and benefits Assist with advanced concepts such as coverage design, 1035 exchanges, and needs analysis Team & Growth Contribution Contribute ideas to improve sales processes and marketing effectiveness Participate in ongoing training Demonstrate leadership potential as the business scales

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