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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expert knowledge of Life Insurance products and advanced sales concepts while effectively managing relationships with customers and internal teams. Proven ability to develop and implement strategic business plans to achieve sales targets and maintain compliance within the industry.
Highest-signal resume keywords
Expert Knowledge Of Life InsuranceState Life & Health LicenseFINRA Series 6 & 63 Licenses5+ Years In Life Insurance SalesStrong Verbal And Written Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Advanced Sales ConceptsSales Target AchievementTerritory AnalysisCRM ManagementProblem ResolutionTraining CoordinationSales ReportingCase ManagementAgent SegmentationBudget Management
Soft Skills
LeadershipProblem-SolvingAdaptabilityStrong Listening SkillsPublic Speaking
Certifications & Qualifications
Bachelor’s DegreeCLUChFC
Industry Keywords
Life InsuranceTerm InsuranceIULWLUnderwriting RegulationsMarketing ConceptsComplianceBGA RelationshipsSales MeetingsEthical Practices
About the role
Key responsibilities & impact- Develop regional business plans to achieve and exceed sales targets
- Prioritize business plans through agent segmentation
- Analyze territory changes, trends, personnel changes and relationship needs; revise plans accordingly
- Develop and implement regional segmentation initiatives with the National Sales Manager
- Build and maintain relationships with BGA customers and Producers
- Serve as initial contact for problem resolution and escalate issues when needed
- Lead or coordinate training, webcasts and conference calls
- Set sales meetings and visits, prepare agendas, summarize next steps and follow through
- Partner with the Internal Wholesaler on sales ideas, case management and BGA needs
- Manage informal and formal applications to maximize placement and production
- Maintain orderly files in the designated CRM
- Report sales activity and production
- Maintain relationships with Marketing, Compliance, Underwriting and Operations
- Maintain knowledge of industry trends, underwriting regulations, advanced marketing concepts and company products
- Collaborate with Product Development, Competition & Research and Advanced Sales
- Identify value-added service and selling opportunities
- Maintain an ethical and compliant region
- Operate the region cost-effectively within budget
Requirements
What you’ll need- Expert knowledge of Life Insurance (Term, IUL, and WL)
- Familiarity with Advanced Sales concepts
- Strong verbal and written communication skills
- Excellent presentation and public speaking skills
- Strong listening skills
- Demonstrated initiative, leadership, problem-solving and adaptability
- State Life & Health License
- Bachelor’s Degree + Insurance designations (CLU and/or ChFC)
- FINRA Series 6 & 63 licenses or ability to obtain within 120 days of start date
- Minimum 5+ years in life insurance sales
- Travel greater than 50%
Benefits
Comp & perks- Medical, dental and vision insurance plans
- Mental health support and wellness initiatives
- 401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay
- Company contribution equal to 3% of eligible pay to the 401(k) Plan
- Immediate vesting of Company retirement contributions
- Confidential counseling services and resources through the Employee Assistance Program
- Matching charitable donations 1:1, up to $5,000
- Up to 16 volunteer hours annually
- At least 24 Paid Time Off (PTO) days
- Remote work in the assigned territory