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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Life Insurance sales and territory management, with a strong focus on developing consultative relationships and achieving sales targets. Proficient in educating financial professionals on life insurance products and their applications in financial planning.
Highest-signal resume keywords
7+ Years Life Insurance Industry ExperienceDirect Sales of Life Insurance ProductsLife and Health Insurance LicensesFINRA Series 6 & 63 RegistrationsExceptional Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Territory ManagementSales Target AchievementClient EducationFinancial Planning IntegrationMarket Share Growth
Soft Skills
Interpersonal SkillsOrganizational Skills
Certifications & Qualifications
Life and Health Insurance LicensesFINRA Series 6FINRA Series 63FINRA Series 7 (Highly Desired)
Industry Keywords
Independent Broker DealersLife InsuranceTax-Advantaged AssetIRC Section 7702Financial Professionals
About the role
Key responsibilities & impact- Develop and maintain consultative relationships with Independent Broker Dealers
- Drive revenue in the assigned territory
- Achieve and exceed territory sales targets
- Manage the territory, including APE accountability
- Develop new producers and retain existing producers to grow market share
- Educate and train advisors on Equitable’s Life products
- Partner with Independent Financial Professionals and Independent Broker-Dealers
- Educate advisors on life insurance as a tax-advantaged asset, including IRC Section 7702 applications
- Help clients incorporate life insurance into broader financial and retirement planning discussions
- Travel up to 50% for business needs
- Attend periodic office visits when requested based on business needs
Requirements
What you’ll need- 7+ years of Life Insurance industry experience
- Experience in Direct Sales of Life Insurance products
- Life and Health insurance licenses
- FINRA Series 6 & 63 registrations, active upon hire
- Valid driver’s license and clean driving record are required
- FINRA Series 7 highly desired
- Exceptional communication/interpersonal skills
- Good computer and organizational skills
- Willingness to travel up to 50%
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off
- Growth opportunities
- Internal mobility
- Comprehensive compensation and benefits
- Flexibility
- Culture of collaboration and teamwork