Music Evolved Records is hiring an Insurance Strategist

Why Choose Our Organization? We recognize the unity within our team, acknowledging our shared characteristics and collaborative spirit. Leveraging cutting-edge technological resources and a cooperative work approach, we empower our professionals to deliver exceptional client service and mutual support. Robust organizational brands emerge through consistent delivery of value propositions for both employees and customers. Our organization is committed to investing in our teammates, supporting business objectives of diverse professionals, and enhancing the communities where our team members reside. These foundational principles have sustained our industry-leading performance, measured not just through sales metrics but through consistent customer and employee satisfaction and retention. Job Summary The Internal Insurance Strategist (IS) role involves engaging with clients and advisors to discuss and recommend life, long-term care, and disability income insurance solutions within the Financial Institutions channel. KEY RESPONSIBILITIES Essential job functions include, but are not limited to: - Conduct comprehensive client needs assessments, identifying financial gaps and proposing tailored insurance solutions - Manage daily sales activities and track pending business progress - Respond to referral source inquiries and schedule client-advisor consultations - Process insurance applications and guide cases through underwriting procedures - Educate clients and advisors on insurance product mechanics, variations, and benefits - Drive sales processes toward product acquisition - Provide foundational insights into estate planning, business strategies, asset optimization, and insurance planning EDUCATION AND EXPERIENCE Qualified candidates must possess: - Bachelor's degree or equivalent professional experience - Minimum 2 years direct insurance sales experience or 3+ years internal sales support in insurance distribution CERTIFICATIONS, LICENSES, REGISTRATIONS - Active Life and Health Insurance license - Appropriate FINRA registrations (Series 6 and 63) FUNCTIONAL SKILLS - Strong interpersonal and communication capabilities - Exceptional customer service orientation - Advanced time management proficiency - Multitasking and prioritization expertise - Adaptable team and independent working approach - Technical proficiency in Windows environments - Comprehensive Microsoft Office software skills - Analytical problem-solving capabilities - Cross-organizational communication effectiveness - Extensive knowledge of insurance product features - Proven sales performance track record - Underwriting process understanding Equal Employment Opportunity Statement We are an Equal Opportunity Employer dedicated to workplace diversity. Employment decisions are made without discrimination, embracing inclusivity across all organizational levels. Americans with Disabilities Act (ADA) Statement We are fully committed to ADA compliance, offering reasonable accommodations throughout the employment process. Accommodation requests will be handled confidentially. Pay Transparency Statement We are committed to transparent and equitable compensation practices, determining pay based on skills, experience, and market factors. We do not discriminate against pay discussions. Background Screening Statement Employment offers are contingent upon successful background screenings, conducted legally and confidentially, with opportunities for applicant response to any adverse findings.