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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building relationships with producers and agents to drive sales growth, while effectively utilizing client management systems and possessing in-depth knowledge of insurance products and sales processes.
Highest-signal resume keywords
Insurance Industry KnowledgeSales Support ExperienceClient Management System ProficiencyEffective Communication SkillsTime Management 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
Insurance Underwriting KnowledgeSales Concepts UnderstandingIllustration DevelopmentMicrosoft Office ProficiencyProblem Analysis and Solution Development
Soft Skills
Interpersonal SkillsCustomer Service OrientationTeam CollaborationSelf-Directed Work EthicTelephone Etiquette
Tools & Technologies
Client Management SystemWindows Environment
Certifications & Qualifications
Series 6 LicenseState Insurance License
Industry Keywords
Life InsuranceSales ProcessesAgent RecruitmentProducer DevelopmentSales Goals Coordination
About the role
Key responsibilities & impact- Build relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information
- Maintain and grow team sales goals in coordination with sales resources
- Proactively call assigned agents to build territory
- Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential
- Partner with sales resources in all aspects of producer development
- Call on lower-producing agents in a sales capacity
- Maintain proactive and supportive relationships with sales, operations teams, assigned agent groups, and solution centers
- Develop expert knowledge of products, carriers, and Crump resources
- Coordinate with sales team and producers to run complex and advanced illustrations and consult on creative solutions
- Effectively utilize the company client management system to manage the sales process
Requirements
What you’ll need- 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
- Bachelor's degree or equivalent education, training and work-related experience
- Excellent telephone etiquette skills
- Ability to display maturity, competitiveness, and a good work ethic
- Demonstrated knowledge of Insurance industry, life and other related insurance products and sales processes
- Possess basic knowledge of insurance underwriting
- Two years of work experience in the life insurance industry, with one year of experience in a sales support role
- Preferred: Series 6 and State Insurance Licenses
- Preferred: Understanding of sales concepts, illustrations, and the underwriting process
- Successful completion of a background screening
Benefits
Comp & perks- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance