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Assist life insurance producers with advanced planning and case design, focusing on research, marketing tool development, and sales presentations.

The Insurance Strategist will engage clients to discuss and sell various insurance products, manage sales activities, and guide clients through applications and underwriting processes.

Drive sales and build relationships with producers to generate revenue. Proactively call agents and recruit new ones while managing relationships and business development.

Manage applications and placements of insurance risks, evaluate medical and financial histories, and ensure exceptional service through communication with agents. Oversee complex cases, assess risks, and negotiate competitive offers with carriers.

Provide pre-sale support by producing qualified illustrations, offering product information, and assisting the producer groups with communication and documentation.

The Regional Insurance Strategist builds relationships to initiate sales of life insurance products, supports advisors, and manages insurance planning processes.