Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife 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 carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
Provide life insurance producers with specific advanced and enhanced planning support to generate and close advanced life insurance sales. In addition to having attained a legal degree, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, presenting planning concepts while spending extensive time researching technical tax and legal questions. Will also write articles and materials for insurance producer use.Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following 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.
- Legal research regarding Life Insurance solution in estate and business planning.
- Life Insurance estate and business planning case development.
- Legal research, including, but not limited to: income and transfer taxation, life insurance products and other legal matters.
- Writing articles and technical materials for agents’ use.
- Act as a liaison between agents and carrier home offices to facilitate sales.
- Support the sale of carrier specific and Crump proprietary advanced sales deliverables.
QUALIFICATIONS
Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Superior 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.
- Exceptional organizational skills.
- Knowledge of carrier specific advanced sales concepts.
- 10 years of experience and/or education with various tax and legal rules pertaining to business and estate planning.
- Juris Doctor or Doctor of Jurisprudence (J.D.)
Preferred Qualifications:
- Estate and business taxation emphasis or CPA
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, 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, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all 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 [email protected].
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 check, and other job-related inquiries, as permitted by law. All 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 notified and given an opportunity to respond.
Top Skills
What We Do
Based in Clearwater, Fla., AmeriLife is a national leader in developing, marketing and distributing annuity, life and health insurance solutions to protect the health and retirement needs of consumers.
For nearly 50 years, AmeriLife has partnered with the nation’s leading insurance carriers to provide value and quality to customers served through a national distribution network of over 150,000 insurance agents and advisors, nearly 30 marketing organizations, and 50 insurance agency locations.
