Duncan Financial Group · 1 week ago
Life Insurance Sales Strategist
United States
Full-time
Remote
Mid Level
3+ years expDuncan Financial Group, headquartered in Irwin, Pennsylvania, is a leading independent insurance and financial services organization. They are seeking a Life Insurance Sales Strategist to drive sales of life insurance products by building and maintaining relationships with financial advisors and other distribution partners while providing training and marketing support to help grow their business.
AccountingFinancial ServicesInsurance
Hiring Manager
Kelly Wright
Responsibilities
Proactively develop and execute a business plan to achieve sales goals within the assigned territory
Cultivate and manage relationships with key distribution partners (advisors, agents, agencies, broker-dealers, etc.)
Conduct in-person and virtual sales meetings, product presentations, and training sessions to promote life insurance solutions
Identify opportunities for new business and guide advisors on strategies for advanced markets, estate planning, business continuation, retirement income planning, and wealth transfer
Partner with internal teams (internal wholesalers, case designers, underwriting, advanced sales) to deliver a seamless advisor experience
Maintain a strong virtual presence through phone, email, webinars, video conferencing, and social media engagement
Monitor market trends, competitive products, and regulatory developments to inform sales strategies and advisor education
Maintain accurate records of activities and pipeline in CRM systems and provide regular reporting on territory performance
Attend industry events, conferences, and meetings as needed to enhance visibility and deepen relationships
Travel regularly within the territory will be required (approximately 30-50%)
Other duties as assigned
Qualification
Required
Bachelor's degree preferred, or equivalent experience in insurance, financial services, or a related field
3+ years of experience in life insurance wholesaling, sales, or distribution support
Deep understanding of life insurance products and advanced market concepts
Integration of a financial plan to help position life insurance in a holistic manner
Proven track record of meeting or exceeding sales goals
Excellent presentation, communication, and consultative selling skills
Active Life & Health Insurance license required
FINRA Series 6, 7 and/or 63 highly desired
Comfort with technology and virtual selling platforms (Zoom, MS Teams, Salesforce, LinkedIn)
Working knowledge and practical experience with Microsoft Office Suite
Experience with Customer Relationship Management (CRM) software required; Duncan uses Redtail
Experience with an insurance agency management system highly desired
Employment is contingent upon successful completion of pre-employment checks, including a review of criminal history and credit report, as permitted by law
Benefits
Competitive Salary plus Commission
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
Company
Duncan Financial Group
Duncan Financial Group offers a new standard of insurance and financial guidance that is unmatched in the industry.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Barbara Gongloff, QKA
Chief Operating Officer
David Duncan, CFP®
Executive Chairman and Chief Investment Officer
Company data provided by crunchbase