AmeriLife · 3 hours ago
Director, Product & Advanced Strategies: Advanced Sales
United States
Full-time
Remote
Mid, Senior Level
$200K/yr - $220K/yr
5+ years expAmeriLife is a leader in the development, marketing, and distribution of insurance solutions for those planning for retirement. The Director, Product & Advanced Strategies: Advanced Sales will work closely with wholesalers and financial professionals to leverage expertise in financial planning and insurance solutions to drive sales growth and enhance relationships.
Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing
Responsibilities
Collaborate daily with wholesalers, financial professionals, and internal stakeholders to develop and present consultative and customized solutions for complex financial needs, including retirement planning, estate planning, business succession, executive benefits, tax strategies, and charitable giving
Present advanced sales strategies, case consultations, and content via webinars, public speaking at industry events and conferences, and telephone support
Assist in developing sales ideas, marketing collateral, presentations, whitepapers, and assorted material to promote and position advanced sales strategies and insurance solutions
Work closely with sales leaders and wholesalers to train and enhance their understanding of advanced sales strategies
Proactively communicate changes in tax law, industry trends, and regulatory developments that affect advanced sales strategies
Provide detailed knowledge of life insurance, annuities, and other financial products to financial professionals
Build and maintain strong relationships with wholesalers, financial professionals, and key partners to foster long-term trust and collaboration
Other duties as assigned
Qualification
Required
Bachelor's degree
CLU, ChFC, CFP, CPA, RICP, or similar designation
5+ years of annuity or life insurance experience
5+ years of advanced sales, financial planning, or related industry experience
FINRA Series 6 or 7, or ability to obtain within 90-days
State insurance license, or ability to obtain within 90-days
Ability to travel (approx. 30%)
Deep understanding of life insurance, annuities, financial planning concepts and strategies
Strong knowledge of tax, legal, and regulatory issues affecting financial products and advanced planning techniques
Exceptional communication and presentation skills with the ability to simplify complex concepts for diverse audiences
Exceptional public speaking skills
Ability to independently develop new ideas and concepts that drive sales
Experience working in cross-functional teams
Team oriented with excellent collaboration skills
Proficient using Microsoft Office
Preferred
Advanced degree strongly preferred (JD, CPA, MBA, LLM, or other equivalent)
Experience working with third-party distribution
Understanding of the independent broker/dealer and RIA space
Benefits
PTO
Medical
Dental
Vision
Retirement savings
Disability insurance
Life insurance
Company
AmeriLife
AmeriLife provide insurance and retirement solutions to enhance the lives of pre-retirees and retirees.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$395MKey Investors
Genstar Capital
2022-06-13Secondary Market
2020-01-07Acquired
2019-06-18Debt Financing· $395M
Leadership Team
Scott Perry
CEO
Tim Calvert
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase