AmeriLife Logo

AmeriLife

Senior Director, Advanced Sales

Job Posted 18 Days Ago Posted 18 Days Ago
Be an Early Applicant
In-Office or Remote
46 Locations
Senior level
In-Office or Remote
46 Locations
Senior level
The Senior Director, Advanced Sales provides advanced planning support for life insurance producers, conducts legal research, and develops marketing tools, requiring extensive experience and legal qualifications.
The summary above was generated by AI

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

Top Skills

Pcs
Windows

Similar Jobs

24 Days Ago
Remote or Hybrid
MA
Senior level
Senior level
Cloud • Insurance • Professional Services • Analytics • Cybersecurity
The Sr. Product Manager develops product strategies for complex data products, ensuring customer needs align with business goals, collaborating across functions, and managing Agile processes.
Top Skills: Agile MethodologiesDesign ThinkingSafe
12 Hours Ago
Remote
12 Locations
Senior level
Senior level
Big Data • Cloud • Information Technology
The Principal Technical Consultant leads intelligent document processing and content management projects, integrates enterprise systems, and automates workflows using advanced technologies.
Top Skills: .NetAzure Ai Document IntelligenceC#Elastic SearchGcp Document AiJavaScriptLuceneMachine LearningMicrosoft 365MongoDBOcrPythonSAPSharepointSQLTesseractWorkatoWorkday
Yesterday
Remote
MA
Junior
Junior
Artificial Intelligence • Information Technology • Software
As a Project Engineer, you'll support customers by troubleshooting technical issues, addressing queries, and configuring SSO & User Provisioning while driving customer satisfaction and insights back to the Product team.
Top Skills: Single Sign-OnSQLUser Provisioning

What you need to know about the Chennai Tech Scene

To locals, it's no secret that South India is leading the charge in big data infrastructure. While the environmental impact of data centers has long been a concern, emerging hubs like Chennai are favored by companies seeking ready access to renewable energy resources, which provide more sustainable and cost-effective solutions. As a result, Chennai, along with neighboring Bengaluru and Hyderabad, is poised for significant growth, with a projected 65 percent increase in data center capacity over the next decade.
By clicking Apply you agree to share your profile information with the hiring company.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account