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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales strategies, agent recruitment, and relationship management within the insurance industry. Proficient in utilizing sales resources and client management systems to drive revenue and support agent development.
Highest-signal resume keywords
Sales Strategy DevelopmentAgent RecruitmentCustomer Service ExcellenceInsurance Industry KnowledgeMicrosoft Office Proficiency
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 Process ManagementProblem Analysis and Solution DevelopmentInsurance Underwriting KnowledgeComplex Illustration CoordinationProduct Knowledge
Soft Skills
Effective Interpersonal CommunicationTime ManagementTeam CollaborationSelf-Directed Work EthicTelephone Etiquette
Tools & Technologies
Client Management SystemWindows Environment
Certifications & Qualifications
Series 6 LicenseState Insurance License
Industry Keywords
Life Insurance ProductsSales ProcessesAgent RetentionMarketing CampaignsProducer Development
About the role
Key responsibilities & impact- Drive sales and build relationships with producers to generate revenue and meet sales quotas
- Proactively call agents and recruit new agents to build a book of business
- Promote agent recruiting and retention through sales ideas, marketing campaigns, illustrations, and Crump resources
- Build relationships with key producers regarding complex sales concepts, marketing campaigns, and product information
- Maintain and grow team sales goals with sales resources
- Build assigned territory through proactive calling
- Develop new business by recruiting agents and growing existing agent groups
- Partner with sales resources in producer development
- Call on lower-producing agents in a sales capacity
- Maintain supportive relationships with sales, operations, agents, and solution centers
- Develop expert knowledge of products, carriers, and Crump resources
- Coordinate complex and advanced illustrations and consult on creative solutions
- Use 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 internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Ability to work independently and in a team environment
- Ability to work in a self-directed fashion
- Experience with PCs in a Windows environment
- Proficiency in 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
- Maturity, competitiveness, and a good work ethic
- Knowledge of the insurance industry, life and related insurance products and sales processes
- Basic knowledge of insurance underwriting
- Two years of work experience in the life insurance industry, including one year in a sales support role
- Series 6 and State Insurance Licenses are preferred
- Understanding of sales concepts, illustrations, and the underwriting process is preferred
Benefits
Comp & perks- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance