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Crump RoofingCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in life, long-term care, and disability income insurance sales, with a strong understanding of insurance products and the underwriting process. Proven ability to manage client relationships, drive sales activity, and provide exceptional customer service.
Highest-signal resume keywords
Life And Health Insurance LicenseFINRA Registrations (Series 6 And 63)Insurance Sales ExperienceUnderstanding Of Underwriting ProcessProficiency In Microsoft Office
About the role
Key responsibilities & impact- Lead clients through discovery of personal or business needs, goals, and financial status
- Identify gaps and opportunities and describe life, long-term care, and disability income insurance solutions
- 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 advisors
- Complete insurance applications and follow cases through the underwriting process
- Explain insurance products, product differences, and advantages to clients and advisors
- Guide sales activity through product purchase
- Explain basics of estate planning, business planning, asset leveraging, and insurance planning
- Explain and handle 1035 exchanges and insurance forms
- Determine insurance needs and appropriate coverage 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
- 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 internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Capable of working independently and in a team environment
- Ability to work in a self-directed fashion
- Experience with PCs in a Windows environment
- Proficiency in basic computer applications such as Microsoft Office
- Ability to analyze problems and develop solutions
- Ability to communicate with individuals at all levels of the organization
- Clear understanding of term, whole life, universal life, and variable universal life products, plus 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
- Successful completion of background screening
Benefits
Comp & perks- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance
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 Application CompletionSales Activity Management1035 Exchanges HandlingInsurance Needs AssessmentEstate Planning BasicsAsset Leveraging KnowledgeDisability Income Insurance SolutionsLong-Term Care Insurance SolutionsProblem Analysis And Solution DevelopmentSales Quota Achievement
Soft Skills
Effective Communication SkillsCustomer Service OrientationTime Management SkillsTeam CollaborationSelf-Directed Work Style
Tools & Technologies
Windows EnvironmentBasic Computer Applications
Certifications & Qualifications
Bachelor's DegreeActive Life And Health Insurance LicenseFINRA Series 6FINRA Series 63
Industry Keywords
Life InsuranceLong-Term Care InsuranceDisability Income InsuranceUnderwriting ProcessSales QuotasInsurance PlanningClient DiscoveryInsurance ProductsInsurance FormsReferral Sources