Licensed Senior Insurance Strategist
Licensed Senior Insurance Strategist, a full-time remote position responsible for discussing client needs and selling life, long-term care, and disability income insurance while managing sales activities and client interactions.
Key ResponsibilitiesLead clients through discovery to identify needs and articulate solutions involving various insurance products
Manage daily sales activities and handle incoming calls from referral sources and clients
Complete insurance applications and guide cases through the underwriting processRequired QualificationsBachelor's degree or equivalent education and experience
Five years of direct experience selling life, long-term care, and disability income insurance
Active Life and Health insurance license and appropriate FINRA registrations (e.g., Series 6 and 63)
Proven sales track record in the insurance industry
Comprehensive understanding of various insurance products and the underwriting process