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Regional Director
Crump Roofing. Prospect, profile, and manage existing producers for new and existing insurance sales opportunities .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in life insurance sales, including recruiting producers and developing strategic sales plans to exceed quotas. Proficient in maintaining relationships and providing exceptional customer service while navigating complex case designs and industry regulations.
Highest-signal resume keywords
Life Insurance Sales ExperienceStrategic Sales PlanningProducer RecruitmentCustomer Relationship ManagementComplex Case Design Expertise
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 Production MetricsTechnical Selling SkillsProduct Knowledge in Life InsuranceAnnuity ProductsLong-Term Care ProductsDisability ProductsSales Quota AchievementProblem Analysis and Solution DevelopmentCRM Activity ManagementPresentation Skills
Soft Skills
Effective Interpersonal CommunicationExcellent Customer ServiceTime ManagementTeam CollaborationSelf-Directed Work Style
Tools & Technologies
Microsoft Office SuiteWindows EnvironmentCRM Software
Industry Keywords
Insurance BrokerageSales RelationshipsBroker-Base DevelopmentLegislative IssuesTax-Related IssuesSales Inventory ManagementProactive Sales CallsMarketing CampaignsAgent FeedbackRetention Strategies
About the role
Key responsibilities & impact- Prospect, profile, and manage existing producers for new and existing insurance sales opportunities
- Recruit new producers into the book of business
- Utilize internal resources 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 strategically, focusing on high-producing agents to improve retention and production
- 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 operations teams including contracting, illustrations, case management, underwriting, and commissions to issue and place policies
- Stay current on industry, legislative, and tax-related issues
- Provide agent feedback on product marketing, processing, and customer service issues
- Conduct proactive sales calls, 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 through placement
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 prospecting, presentation, and conceptual selling skills
- Minimum four years of successful sales experience with life insurance products in the insurance industry, with proven proficiency in developing strategic sales plans and achieving or exceeding 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