Regional Insurance Strategist

2 days ago Be among the first 25 applicants

Direct message the job poster from Crump Life Insurance Services

Vice President, Executive Recruiter, Talent Advisor

This position is remote WFH, the ideal candidate should reside in Western NC or South Carolina to Build relationships and initiate new sales in assigned territories. Sales includes selling estate, business, charitable and life insurance concepts and ideas with Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting them through the life insurance underwriting process once the sale is made. This includes, but is not limited to, designing cases, understanding advanced life insurance concepts, providing product recommendations, utilizing advanced marketing tools, and presenting life insurance concepts at various locations within the assigned territory.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 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 the areas of insurance planning and risk management.
• Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers
• Responsible for the generation of life insurance revenue in these channels in the assigned region
• Support IRM partners in the delivery of marketing programs tailored to client needs
• Interface with support staff for the completion and placement of life insurance with clients

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers.
• 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
• Life Insurance licensed

Preferred Qualifications:

• Advanced designations, such as JD, CFP, CLU, and other industry credentials

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Industries

  Insurance and Financial Services

Referrals increase your chances of interviewing at Crump Life Insurance Services by 2x

Get notified about new Sales Consultant jobs in North Carolina, United States .

SaaS Sales Executive - (OTE $175,000/year USD), CXT Software

Charlotte, NC $70,000.00-$118,000.00 1 week ago

Charlotte, NC $130,000.00-$180,000.00 1 week ago

North Carolina, United States $50,000.00-$70,000.00 1 month ago

Charlotte, NC $140,000.00-$175,000.00 1 month ago

Outside Sales Account Manager - Industrial Component Service and Repair

Account Executive - Charlotte, NC - Oncology Sales

Charlotte, NC $138,400.00-$186,840.00 1 week ago

Charlotte, NC $85,000.00-$105,000.00 6 days ago

Outside Sales Account Manager - Industrial Component Service and Repair

Outside Sales Account Manager - Industrial Component Service and Repair

North Carolina, United States $140,000.00-$180,000.00 1 month ago

Sales Director - Chemical Vertical (Remote)

Raleigh, NC $70,000.00-$100,000.00 3 days ago

Charlotte, NC $100,000.00-$300,000.00 2 months ago

Account Executive - Raleigh, NC - Oncology Sales

Raleigh, NC $70,000.00-$100,000.00 2 months ago

Premium Sales Executive - FIFA World Cup 26

North Carolina, United States $60,000.00-$60,406.00 2 weeks ago

Account Executive - Field Based Sales (Nursing Education)

Charlotte, NC $120,000.00-$250,000.00 1 month ago

REMOTE - Commercial Lines Account Manager (Must live in MA or RI)

North Carolina, United States 2 weeks ago

Charlotte, NC $75,000.00-$85,000.00 3 weeks ago

Raleigh, NC $1,500.00-$7,000.00 5 months ago

Greensboro--Winston-Salem--High Point Area 1 week ago

Charlotte, NC $120,000.00-$250,000.00 4 months ago

North Carolina, United States $158,000.00-$282,200.00 5 days ago

Regional Sales Director - South Atlantic Region

North Carolina, United States $121,061.00-$173,534.00 3 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.