Regional Insurance Strategist

Crump Roofing

. Build relationships and initiate new sales in assigned territories .

Posted 10/9/2026full-timeRemote • Tennessee • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in life insurance sales, advanced wealth transfer, and business planning concepts, while effectively managing client relationships and providing tailored insurance solutions. Proficient in consultative sales and delivering impactful presentations to high-net-worth clients.

Highest-signal resume keywords

Life Insurance Sales ExperienceAdvanced Wealth Transfer ConceptsConsultative Sales ProficiencyFINRA Registrations (Series 6 and 63)Excellent Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Life Insurance PlanningRisk ManagementFinancial PlanningProblem AnalysisCase DesignProduct RecommendationsSales Strategy DevelopmentClient Needs AssessmentWealth Transfer PlanningBusiness Planning

Soft Skills

Interpersonal CommunicationCustomer ServiceTime ManagementTeam CollaborationSelf-Direction

Tools & Technologies

Microsoft OfficeWindows Environment

Certifications & Qualifications

Life Insurance LicenseJDCFPCLU

Industry Keywords

High-Net-Worth ClientsIntegrated Relationship ManagementCharitable InsuranceEstate PlanningInsurance Underwriting

About the role

Key responsibilities & impact

Build relationships and initiate new sales in assigned territories
Sell estate, business, charitable, and life insurance concepts and ideas to advisors
Assist advisors in selling insurance ideas and products to their clients
Assist advisors through the life insurance underwriting process after a sale
Design cases and provide product recommendations
Apply advanced life insurance concepts and use advanced marketing tools
Present life insurance concepts at various locations within the assigned territory
Meet with high-net-worth and ultra-high-net-worth clients of assigned advisors as part of the Integrated Relationship Management Team
Provide expertise in insurance planning and risk management
Assist planners with financial plans involving wealth transfer, business planning, and intergenerational transfers
Generate life insurance revenue in assigned channels and region
Support IRM partners in delivering marketing programs tailored to client needs
Interface with support staff to complete and place life insurance with clients

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
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 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
Must possess and maintain appropriate FINRA registrations, e.g. Series 6 and 63
Five years of proven sales experience in retail life insurance sales or an institutional point of sales role
Ability to articulate and apply advanced wealth transfer and business planning concepts, including related tax and financial implications
Proficient in consultative sales
Excellent presentation skills
Life Insurance licensed
Advanced designations such as JD, CFP, CLU, and other industry credentials are preferred

Benefits

Comp & perks

PTO
Medical insurance
Dental insurance
Vision insurance
Retirement savings
Disability insurance
Life insurance