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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and interpersonal skills to effectively engage with clients, while maintaining accurate records and following established requirements. Capable of building and maintaining client relationships and presenting tailored insurance solutions based on individual needs.
Highest-signal resume keywords
Life Insurance LicenseClient Relationship ManagementCommunication SkillsInterpersonal SkillsSelf-Motivated
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
PersonableDependableWilling to Learn
Tools & Technologies
Training and Support System
Certifications & Qualifications
Life Insurance License
Industry Keywords
Life InsuranceLiving BenefitsLead ProgramQualified Direct-Mail Leads
About the role
Key responsibilities & impact- Speak with prospective clients who have requested information
- Learn about clients' needs and financial priorities
- Explain available life insurance and living benefit options
- Present solutions based on each client's individual needs
- Build and maintain client relationships
- Follow up with prospective and existing clients
- Assist clients through the application process
- Utilize the training and support system
- Maintain accurate records and follow established requirements
- Participate in the lead program to access qualified direct-mail leads; no cold calling is required
- Work with products from more than 25 industry-leading carriers
Requirements
What you’ll need- Must have or be willing to obtain a life insurance license
- Strong communication and interpersonal skills
- Personable and comfortable working with people
- Self-motivated, dependable, and willing to learn
- Willing to utilize our training and support system
- 1099 independent contractor opportunity
- 100% performance-based compensation
- Entry level
Benefits
Comp & perks- Remote work environment
- Flexible full-time or part-time schedule
- Access to qualified leads and marketing resources
- Products from 25+ industry-leading carriers
- Training and ongoing support
- Sales and product training
- Zoom training calls
- Training resources for new agents
- Direct mentorship and guidance from experienced management
- In-person training opportunities
- Additional incentives and bonuses may be available based on production