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.
Be knowledgeable in positioning life insurance in the financial planning process, including advanced estate planning strategies, ILIT's, Special Needs Trusts, positioning life insurance as an asset class, policy loans, taxation of life insurance, annual and lifetime gifting, wealth transfer/maximization strategies and utilizing life insurance in the business planning process to include executive benefits.
Have a complete understanding of the underwriting process and the role within it.

Effective interpersonal and written communication skills.
Ability to provide excellent customer service to both internal and external customers.
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.
Five years of direct life, long-term care and disability income insurance selling experience in the field directly with clients.
Proven understanding of all the features and functions of most term, whole life, universal life, and variable universal life products as well as long-term care and disability insurance solutions.
Proven sales track record of hitting establish sales quotas in the insurance industry.
Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63).
Active Life and Health insurance license.
Knowledge of the underwriting process

Senior Insurance Strategist

Key skills