Licensed Insurance Strategist

A company is looking for an Insurance Strategist to sell life, long-term care, and disability income insurance.

Key Responsibilities

Lead clients through discovery to identify needs and articulate solutions for insurance products

Manage daily activities, drive sales, and handle incoming calls from clients and advisors

Complete insurance applications and guide cases through the underwriting process

Required Qualifications, Training, and Education

Bachelor's degree or equivalent education and experience

Minimum 2 years of direct insurance selling experience or 3+ years in inside sales

Active Life and Health Insurance license required

Must possess and maintain appropriate FINRA registrations (e.g., Series 6 and 63)