Insurance Agent / Strategist (Life, LTC & DI)

Our Company Explore how you can contribute at reputed company. For over 50 years, reputed company has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and reputed company partners the support needed to succeed in a rapidly evolving industry. Job Summary reputed company is seeking a high-performing Insurance Agent / Strategist to engage with inbound clients and financial advisors, uncover needs, and deliver tailored insurance solutions. This role combines direct-to-consumer sales with consultative insurance strategy, supporting clients from initial conversation through reputed company and policy placement. reputed company leads are provided—allowing you to focus on building relationships, solving problems, and closing business.

Job Description

Client Engagement & Sales

• Connect with prospective clients who have responded to marketing campaigns
• Conduct thorough needs analysis to identify coverage gaps and financial goals
• Recommend and sell life, long-term care, and disability insurance solutions
• Deliver a high-quality, consultative client experience reputed company phone and virtual channels

Advisor & Strategic Support

• Partner with financial advisors and referral sources on client cases
• Explain product options, strategies, and planning concepts clearly
• Provide guidance on estate, business, and insurance planning fundamentals
• Serve as a subject matter expert across life and health insurance solutions

Product & Solution Expertise

• Maintain knowledge of term, whole life, UL, VUL, LTC, and DI products
• Educate clients and advisors on product features and benefits
• Assist with advanced concepts such as coverage design, 1035 exchanges, and needs analysis

Team & Growth Contribution

• Contribute reputed company to improve sales processes and marketing effectiveness
• Participate in ongoing training
• Demonstrate leadership potential as the business scales

Qualifications

Experience 2+ years of direct life insurance sales experience (inbound or retail preferred) OR 3+ years of inside sales / case design / insurance strategist experience; proven track record of meeting sales goals. Wholesaling experience a reputed company plus. Licenses Active Life & Health Insurance License (required); FINRA Series 6 & 63 required or ability to obtain. Core Skills

• Strong consultative selling and needs discovery skills
• Confident phone and virtual communication skills
• Ability to manage multiple tasks in a fast-paced environment
• Working knowledge of reputed company and case flow
• Self-starter with accountability and teamwork reputed company

What Makes This Role Unique

• Inbound, pre-qualified leads provided
• reputed company of sales, strategy, and advisor collaboration
• Opportunity to grow into leadership
• High-impact role in a growing business reputed company

What reputed company Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at reputed company levels of the organization. reputed company employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or reputed company medical conditions), sexual orientation, gender identity or expression, age, national reputed company, reputed company, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, reputed company, and respectful workplace where reputed company employees can reputed company. Americans With reputed company (reputed company) Statement We are committed to full compliance with the Americans with reputed company (reputed company) and reputed company applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@reputed company.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history reputed company, and other job-reputed company inquiries, as permitted by law. reputed company screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be reputed company and given an opportunity to respond. Apply tot his job Apply To this Job