Regional Insurance Strategist
Location
Texas
Posted
32 days ago
Salary
Not specified
Seniority
Senior
Job Description
Job Requirements
- 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)
- Five years of proven sales experience in a retail life insurance sales or an institutional point of sales role
- Ability to articulate and apply advanced wealth transfer and business planning concepts, and an understanding of related tax and financial implications of concepts to individual situations
- Proficient in consultative sales
- Excellent presentation skills
- Life Insurance licensed
- Advanced designations, such as JD, CFP, CLU, and other industry credentials
Benefits
- PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance
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