Regional Insurance Strategist, TLIS
RemoteNorthern, Kentucky, United States
Job Summary
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 insurance planning and risk management. Assist planners in developing financial plans covering wealth transfer, business planning, and intergenerational transfers. Generate life insurance revenue in the assigned region by designing cases, presenting advanced concepts, and utilizing marketing tools. Support IRM partners in delivering tailored marketing programs and interface with support staff for the completion and placement of life insurance. Position is remote with ideal residence in Eastern PA, Northern VA, MD, or DC. Requires five years of proven sales experience, FINRA registrations, and life insurance licensing.
Required Qualifications
- Effective interpersonal and written communication skills
- 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
- Must reside in Eastern Pa, Northern VA, MD, or DC
Desired Qualifications
- Advanced designations, such as JD, CFP, CLU, and other industry credentials
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