The Senior Director of Advanced Sales provides advanced planning support and legal research for life insurance sales, including case development and writing for agents.
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
Windows
Similar Jobs
Insurance
Provide advanced planning support for life insurance sales, conduct legal research, and develop case designs while writing educational materials for agents.
Top Skills:
Windows
Information Technology
As a Data Analyst, you will collaborate with client leads, maintain analytics data views, conduct complex SQL queries, and generate actionable insights for decision-making.
Top Skills:
ExcelGitMS OfficePower BIPythonRSQL
Cloud • Software
The Success Coordinator ensures customer satisfaction through onboarding, training, engagement, and relationship management while contributing to content development and collaborating across departments.
Top Skills:
CRMCustomer Success SoftwareHelp Center ToolsSaaS
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
