Business Solutions Strategist

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

Identify and develop opportunities across the commercial banking client base by consulting business owners and executive leadership teams on customized business and wealth-planning strategies. Solutions may include corporate-owned life insurance (COLI), non-qualified deferred compensation, executive benefit programs, supplemental executive retirement plans (SERPs), and other advanced planning strategies.

This role combines sophisticated consultative sales capabilities with deep technical expertise in life insurance and executive benefits. Success requires the ability to build trusted relationships, translate complex financial concepts into clear and actionable recommendations, and drive revenue growth through the design and implementation of tailored solutions for corporate clients. Position will be remote, but must reside between Philadelphia PA and Northern Virginia.

Job Description

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. 

 

• Partner with commercial bankers at Truist for referrals to key clients.
• Lead discovery meetings with commercial clients to identify organizational challenges, executive benefit needs, talent retention opportunities, business succession concerns, and key person risks.
• Deliver tailored insurance advice with advanced concepts and strategies that align with those organizational challenges.
• Drive the placement of solutions from acceptance to implementation with the client.
• Manage the new business and in-process pipeline while appropriately updating partners and clients on next steps.

Required Qualifications:

The requirements listed below are representative of the knowledge, skills and/or ability required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Effective 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
• Experience with CRM and related applications in a Windows environment
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor's degree or equivalent education, training and work-related experience
• Must possess and maintain appropriate FINRA registrations (e.g. SIE, Series 6 and 63)

• Minimum 7-10 years of experience of proven sales experience in a retail life insurance sales or an institutional point of sales role

• Proficient in consultative sales
• Excellent presentation skills
• Life Insurance licensed

 

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

 

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

 

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

 

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.