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Insurance Strategist
Crump Roofing. Lead clients through discovery of personal or business needs, goals, financial status, gaps, and opportunities .
Core 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 underwriting processes and estate planning. Proven ability to manage client relationships and drive sales activity while providing exceptional customer service.
Highest-signal resume keywords
Life And Health Insurance LicenseFINRA Series 6 And 63 Registrations2 Years Direct Insurance Selling ExperienceSales Track Record In Insurance IndustryKnowledge Of Underwriting Process
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 SalesLong-Term Care Insurance SalesDisability Income Insurance SalesAnnuities SalesInsurance Application CompletionEstate PlanningAsset Leveraging1035 ExchangesProblem Analysis And Solution DevelopmentSales Quota Achievement
Soft Skills
Effective Communication SkillsCustomer Service OrientationTime ManagementTeam CollaborationSelf-Directed Work Style
Tools & Technologies
Microsoft OfficeWindows EnvironmentBasic Computer Applications
Certifications & Qualifications
Bachelor's DegreeActive Life And Health Insurance LicenseFINRA Series 6FINRA Series 63
Industry Keywords
Insurance ProductsUnderwriting ProcessSales Activity ManagementClient DiscoveryInsurance Planning
About the role
Key responsibilities & impact- Lead clients through discovery of personal or business needs, goals, financial status, gaps, and opportunities
- Describe life, long-term care, and disability income insurance solutions to meet client needs
- Manage daily activities and drive sales activity and pending business
- Handle incoming calls from referral sources and participate in preset calls with clients and their advisors
- Complete insurance applications and follow cases through the underwriting process
- Explain insurance products, product-type differences, and advantages to clients and advisors
- See sales activity through to product purchase
- Explain the basics of estate planning, business planning, asset leveraging, and insurance planning, including 1035 exchanges, insurance forms, and determining coverage needs and 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
- Minimum of 2 yrs selling Annuities
- 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 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
- Clear grasp and 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
Benefits
Comp & perks- A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.