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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing relationships and managing sales processes for Life, Disability, Long-Term Care, and Annuity products. Proven ability to lead teams, analyze market trends, and implement effective business strategies to drive revenue growth.
Highest-signal resume keywords
Life Insurance ExpertiseDisability Insurance ExpertiseLong-Term Care ExpertiseAnnuity Products KnowledgeSales Process Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ProcessPipeline ManagementMarket AnalysisClient Interaction RecordsOutreach CampaignsCase ManagementBusiness DevelopmentProduct EducationReport PreparationStrategic Thinking
Soft Skills
LeadershipRelationship ManagementProblem SolvingCollaborationAdaptability
Tools & Technologies
Sales ToolsMarketing Materials
Industry Keywords
Revenue GrowthClient SatisfactionProspect DevelopmentMarket PenetrationTeam Leadership
About the role
Key responsibilities & impact- Increase revenue by developing new relationships for the Life & Disability Practice
- Leverage leadership and marketing teams for large transactions and key prospect development
- Learn and apply the organizational sales process for life, disability, Long-Term Care, and Annuity products
- Maintain the prospect pipeline and track follow-up activity, leads, and opportunity life cycles
- Engage advisors to understand needs and provide tailored solutions
- Analyze feedback to improve service and client satisfaction
- Generate quality cases for the presale pipeline
- Identify and pursue new business opportunities in target markets
- Manage cases from initial contact through closing and meet targeted close rates
- Prepare reports on sales activities, market trends, and business development
- Maintain accurate client interaction and sales process records
- Stay current on products, services, and industry trends
- Educate producers and clients on product benefits and features
- Assist with marketing materials and sales tools
- Collaborate with internal teams on business strategies, innovation, market penetration, and client acquisition
- Create and execute outreach campaigns for producer prospects
- Monitor implementation of employer market cases with the implementation team
- Coordinate with Case Management to meet or exceed client expectations
Requirements
What you’ll need- Bachelor’s degree or equivalent work experience
- 5-10 years of related industry experience
- 5-10 years of supervisory experience
- Proven ability to think strategically and act tactically
- Strong organization skills and ability to manage multiple demands and priorities
- Excellent problem solving/problem resolution skills
- Confidence and enthusiasm about the company
- Strong leadership and relationship management skills
- Collaborative teamwork
- Ability to adapt
- Expertise in designing, underwriting, and distributing life, disability, Long-Term Care, and Annuity products
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
- Final candidates must complete post-offer verification processes
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage
- Progressive commission structure
- Uncapped earnings potential
- Supported compensation phase during initial training, licensing, and performance validation