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Regional Insurance Strategist
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Full-time
- Sales includes selling estate, business, charitable and life insurance concepts and ideas with Financial Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting those advisors through the life insurance underwriting process once the sale is made.
- Provides support to Director, Vice President, and/or Senior Vice President of Sales and assigned Firms.
- Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor.
- Interface with support staff for the completion and placement of life insurance with clients
- Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
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