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,...

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