FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling life insurance, annuities, and disability income insurance, with a strong understanding of the underwriting process and estate planning. Proven ability to manage sales activities, provide exceptional customer service, and communicate effectively with clients and advisors.
Highest-signal resume keywords
Life Insurance Selling ExperienceAnnuities Sales ExperienceActive Life And Health Insurance LicenseFINRA Registrations (Series 6 And 63)Sales Quota Achievement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life Insurance Products KnowledgeLong-Term Care Insurance SolutionsDisability Income Insurance SolutionsUnderwriting Process KnowledgeSales Activity ManagementInsurance Application CompletionEstate Planning BasicsAsset Leveraging1035 ExchangesMicrosoft Office Proficiency
Soft Skills
Effective Interpersonal CommunicationExcellent Customer ServiceTime ManagementProblem Analysis And Solution DevelopmentTeam Collaboration
Tools & Technologies
Windows EnvironmentBasic Computer Applications
Certifications & Qualifications
Active Life And Health Insurance LicenseFINRA Series 6FINRA Series 63
Industry Keywords
Insurance PlanningSales ActivityClient DiscoveryFinancial Institutions ChannelAgent Of Record
About the role
Key responsibilities & impact- Discuss needs with and sell life insurance and annuities to clients and advisors of accounts supported by Crump’s Financial Institutions channel
- Serve in an Agent of Record position
- Lead clients through discovery of personal or business needs and goals, current financial status, identified gaps and opportunities
- Describe life, long-term care and disability income insurance solutions to meet client needs
- Manage daily activities and drive sales activity and pending business
- Handle incoming calls from referral sources and participate in pre-set calls with clients and their advisors
- Complete insurance applications and follow cases through the underwriting process
- Explain insurance products, product differences, and advantages to clients and advisors
- See sales activity through to product purchase
- Explain basics of estate planning, business planning, asset leveraging, and insurance planning, including 1035 exchanges, insurance forms, and determining coverage needs and amounts
Requirements
What you’ll need- Bachelor’s degree or equivalent education, training and work-related experience
- Minimum 2 years direct life, long-term care and disability income insurance selling experience in the field directly with clients and/or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform
- Minimum of 2 years selling Annuities
- Active Life and Health Insurance license required
- Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
- 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
- Ability to work in a self-directed fashion
- Experience with PCs in a Windows environment
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products
- Ability to analyze problems and develop solutions
- Ability to communicate with individuals at all levels of the organization
- Clear grasp and understanding of term, whole life, universal life, and variable universal life products, as well as long-term care and disability insurance solutions
- Proven sales track record of hitting established sales quotas in the insurance industry
- Knowledge of the underwriting process
Benefits
Comp & perks- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance