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 generating sales revenue through effective prospecting, relationship-building, and strategic sales planning in the insurance industry. Proficient in managing producer relationships and navigating the underwriting process to achieve sales quotas and expand business opportunities.
Highest-signal resume keywords
Sales Revenue GenerationLife Insurance Product KnowledgeStrategic Sales PlanningProducer RecruitmentCRM Activity 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 Quota AchievementComplex Case DesignUnderwriting Process KnowledgeSales Metrics MaintenanceMicrosoft Office ProficiencyProblem Analysis and Solution DevelopmentPresentation SkillsConceptual Selling SkillsCustomer Service ExcellenceTime Management
Soft Skills
Effective CommunicationInterpersonal SkillsTeam CollaborationSelf-Directed Work EthicPrioritization Skills
Tools & Technologies
CRM SoftwareWindows Environment
Industry Keywords
Insurance BrokerageLife ProductsAnnuity ProductsLong-Term CareDisability ProductsSales PlansProducer ManagementBroker-Base DevelopmentLegislative IssuesTax-Related Issues
About the role
Key responsibilities & impact- Generate sales revenue to obtain sales quota
- Prospect, profile, and manage existing producers for new and existing insurance sales opportunities
- Recruit new producers into the book of business
- Utilize internal resources to capitalize on team results and coordinate with supporting teams to monitor and drive activity
- Develop an annual Business Plan focused on producing or exceeding quota
- Grow the book of business, accounts, and territory in line with strategic business plan requirements
- Maintain proactive sales relationships with producers through profiling, relationship-building, and broker-base development
- Maintain monthly sales production metrics, build sales inventory, and achieve the sales production plan
- Maintain a consistent blend of Permanent and Term business
- Partner with Crump operations teams, including contracting, illustrations, case management, underwriting, and commissions, to issue and place policies
- Stay current on relevant industry, legislative, and tax-related issues
- Provide agent feedback on product marketing, processing, and customer service issues
- Conduct proactive sales calls, sales visits, seminars, marketing campaigns, and outreach
- Maintain accurate CRM activity records
- Present, conduct, and organize seminars for agents
- Demonstrate technical selling skills and product knowledge in life, annuity, long-term care, and disability products
- Navigate cases from presale to placement using knowledge of the underwriting process
Requirements
What you’ll need- Must be in Southern California
- 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 organizational levels
- Bachelor’s degree or equivalent education, training and work-related experience
- Excellent prospecting, presentation, and conceptual selling skills
- Minimum four years of successful sales experience with life insurance products in the insurance industry
- Proven proficiency in developing strategic sales plans and continually achieving or exceeding assigned quotas
- Successful sales experience in the insurance brokerage industry
- Expert knowledge and experience in life products, complex case design, carrier limits/strengths, carrier selection, and advanced sales concepts
- Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue
Benefits
Comp & perks- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance