Insurance Strategist – FIC

Job Description: • Lead clients through discovery, including personal or business needs and goals, current financial status, be able to articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs • Manage daily activities and drive sales activity and pending business • Handle incoming calls directly from referral sources, and to be available for pre-set calls with clients and their Advisors • Complete insurance applications and take responsibility for following cases thorough the underwriting process • Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages • See all sales activity through towards product purchase • Explain the basics of estate planning, business planning, asset leveraging, insurance planning (including how to handle 1035 exchanges, explanation of insurance forms, and how to determine the need and amount of coverage) Requirements: • Bachelor’s degree or equivalent education, training and work-related experience • Minimum 2 years direct life, long-term care and disability income insurance selling experience in the field directly with clients and/or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform • Active Life and Health Insurance license required • Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63) • Bilingual in Spanish - Highly preferred Benefits: • Health insurance • Retirement plans • Paid time off • Flexible work arrangements Apply tot his job