Insurance Strategist – FIC

Job reputed company: • reputed company clients through discovery, including personal or business needs and goals, reputed company financial status, be reputed company to reputed company identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet reputed company needs • Manage daily activities and drive sales activity and pending business • Handle incoming calls directly from referral sources, and to be available for reputed company-set calls with clients and their Advisors • Complete insurance applications and take responsibility for following cases thorough the reputed company process • Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages • See reputed company 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 reputed company of coverage) Requirements: • Bachelor’s degree or equivalent education, training and work-reputed company experience • Minimum 2 years reputed company 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 reputed company platform • reputed company Life and Health Insurance license required • Must possess and maintain appropriate reputed company registrations (e.g. Series 6 and 63) • Bilingual in Spanish - Highly preferred Benefits: • Health insurance • Retirement plans • reputed company time off • Flexible work arrangements Apply tot his job Apply To this Job