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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing consultative relationships with third-party advisors and promoting annuity products. Proven ability to manage sales goals and territory while effectively communicating with stakeholders.
Highest-signal resume keywords
FINRA Series 6 Or 7Series 63 RegistrationResident State Life Insurance LicenseVariable Annuities KnowledgeDirect Sales Experience
About the role
Key responsibilities & impact- Develop and manage consultative relationships with existing third-party advisors
- Assess and identify advisor-client needs to promote new products
- Develop new producers and retain existing producers to grow market share in excess of 15%
- Educate and train advisors on annuity products
- Champion headquarters marketing campaigns at the local client level
- Develop new relationships
- Manage the territory
- Utilize the internal sales desk for enhanced customer service
- Follow up on internal sales desk leads
- Maintain sales goals
- Communicate with Divisional Vice Presidents on an ongoing basis
- Support the Independent Planner Channel within the Chicago, Illinois market
Requirements
What you’ll need- FINRA Series 6 or 7 and Series 63 registrations
- Resident State Life, Health and Variable Annuities Insurance license
- Thorough knowledge of Variable Annuities and Mutual Funds
- 2+ years direct sales experience
- Experience selling annuities in Chicago, IL market (preferred)
- Bachelor's degree (preferred)
- CLU, ChFC and/or CFP (preferred)
- Exceptional communication/interpersonal skills
- Highly organized
- Technically savvy with computers and Microsoft Office products
- Ability to identify, create and implement annuity sales opportunities
- Up to 95% travel within the territory
- Ability to attend periodic office visits as requested based on business needs
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off
- Variable compensation eligibility
- Growth opportunities
- Internal mobility
- Flexibility
- Comprehensive compensation and benefits
- Culture of collaboration and teamwork
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Annuity SalesMutual Funds KnowledgeSales Goal ManagementMarket Share GrowthCustomer Service Enhancement
Soft Skills
Exceptional Communication SkillsInterpersonal SkillsHighly Organized
Tools & Technologies
Microsoft Office ProductsInternal Sales Desk Utilization
Certifications & Qualifications
CLUChFCCFP
Industry Keywords
Chicago MarketIndependent Planner ChannelThird-Party AdvisorsSales Territory ManagementAdvisor-Client Needs Assessment