1 Regional Insurance Strategist Job in Las Cruces, NM
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Regional Insurance Strategist
$162k-214k (estimate)
Full Time
1 Week Ago
Crump Life Insurance Services is Hiring a Regional Insurance Strategist Near Las Cruces, NM
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular Or TemporaryRegular
Language Fluency: English (Required)
Work Shift1st shift (United States of America)
Please Review The Following Job DescriptionBuild relationships and initiate new sales in assigned territories. Sales includes selling estate, business, charitable and life insurance concepts and ideas with Financial Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting those advisors through the life insurance underwriting process once the sale is made. This includes 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 ResponsibilitiesFollowing 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.
This position is part of TIH.
Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release for details.Crump Life Insurance supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Crump Life Insurance is a Drug Free Workplace.EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular Or TemporaryRegular
Language Fluency: English (Required)
Work Shift1st shift (United States of America)
Please Review The Following Job DescriptionBuild relationships and initiate new sales in assigned territories. Sales includes selling estate, business, charitable and life insurance concepts and ideas with Financial Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting those advisors through the life insurance underwriting process once the sale is made. This includes 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 ResponsibilitiesFollowing 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.
- Provides support to Director, Vice President, and/or Senior Vice President of Sales and assigned Firms.
- Spends time outside the office working face to face with producers to build insurance business.
- Assists in producing needs analysis, sales proposals and sales illustrations; coordinates marketing seminars, maintains sales database; assists in producing and implementing marketing programs (e.g., promotional mailings, advertising campaigns, cross-selling efforts, etc.); corresponds with current and new Advisors to answer inquiries and resolve problems; ensures applications are processed and verifies issued contracts prior to distribution to Advisors and policy holders.
- Possess a clear understanding and knowledge of our wire house firms, their requirements and Crump supporting role within their systems.
- Understand and be able to explain to any Advisor how life insurance products work, the differences between product types and the advantages of owning life insurance.
- Help the Advisor identify the sales opportunities and give them direction and assistance in selling the appropriate life insurance product. Be able to move and motivate the Advisor to take action on the proposed plan.
- Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor.
- Communicate in writing or over the phone in a professional and effective manner to the Advisor and the client.
- Coordinate and present at training sessions and key meetings.
- Coordinate within the Crump Sales and business development teams within the territory
- Interface with support staff for the completion and placement of life insurance with clients
- 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
- Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
- Life, Health & Accident active license
- Three years direct life insurance selling experience in the field directly with clients and/or five plus years of handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform
- Proven experience and ability to explain estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to a financial advisor)
- Ability to develop complete understanding of the underwriting process
- Advanced designations, such as JD, CFP, CLU, and other industry credentials
This position is part of TIH.
Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release for details.Crump Life Insurance supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Crump Life Insurance is a Drug Free Workplace.EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Job Summary
JOB TYPE
Full Time
SALARY
$162k-214k (estimate)
POST DATE
06/19/2024
EXPIRATION DATE
07/17/2024
WEBSITE
crump.com
HEADQUARTERS
Parsippany, NJ
SIZE
1,000 - 3,000
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