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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive knowledge of life insurance products and their applications in estate, retirement, and business planning, while effectively establishing and maintaining strategic relationships to achieve sales goals. Proven ability to train advisors and provide dedicated sales support within the financial services sector.
Highest-signal resume keywords
Financial Services Sales ExperienceLife Insurance StrategiesCommunication SkillsSales TrainingClient Relationship 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
Life Insurance Product KnowledgeSales Strategy DevelopmentPoint Of Sale SalesCase Design SupportIllustration Support
Soft Skills
Goal-OrientedSelf-StarterPresentation Skills
Certifications & Qualifications
CLUChFCCFPSeries 6Series 7Series 63
Industry Keywords
Financial ServicesSales GoalsTerritory ManagementAdvisor TrainingClient Meetings
About the role
Key responsibilities & impact- Establish and maintain strategic national, regional, and local relationships within the territory
- Conduct fact-finding and prospecting with assigned advisors to maximize sales results
- Train advisors on products and features, sales and marketing ideas, and new business and underwriting processes
- Provide illustration, case, and product design support with assigned advisors
- Assist advisors at the point of sale during client meetings
- Develop and implement an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships
- Achieve the territory's annual sales goals, including overall production, penetration rates, and diversity of products sold
- Provide dedicated assisted-sales support to the Edward Jones Channel within an assigned territory
Requirements
What you’ll need- Goal-oriented, self-starter possessing excellent communication and presentation skills
- 5+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance strategies
- Experience conducting point of sale life insurance sales is a plus
- Bachelor's degree preferred
- Additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred
- Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning
- Series 6 or 7, Series 63, and appropriate life insurance licenses
- Must live in the assigned territory
Benefits
Comp & perks- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance