Life Insurance Strategist

A company is looking for a Regional Insurance Strategist, TLIS. Key Responsibilities Build relationships and initiate new sales in assigned territories, focusing on high net worth clients Assist financial planners in developing wealth transfer and business planning strategies Generate life insurance revenue and support marketing programs tailored to client needs Required Qualifications Bachelor's degree or equivalent education, training, and work-related experience Five years of proven sales experience in retail life insurance or institutional sales Must possess and maintain appropriate FINRA registrations (e.g., Series 6 and 63) Life Insurance licensed Ability to articulate advanced wealth transfer and business planning concepts