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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in identifying and offering life insurance products, guiding clients through the application process, and providing tailored financial solutions. Strong interpersonal skills and a commitment to client service are essential for success in this role.
Highest-signal resume keywords
Life Insurance LicenseClient Relationship ManagementFinancial Services SolutionsMotivated and DisciplinedStrong Work Ethic
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life Insurance ProductsApplication Process AssistanceRetirement SolutionsLiving Benefit Life Insurance
Soft Skills
PersonableWillingness to Serve ClientsCoachableEntrepreneurial Mindset
Certifications & Qualifications
Life Insurance License
Industry Keywords
Financial ServicesInsurance IndustryClient AppointmentsBackground Check
About the role
Key responsibilities & impact- Call prospective clients who have requested help
- Schedule appointments to meet with families
- Identify and offer life insurance products
- Help clients with the application process
- Help families find life insurance, retirement solutions and financial services solutions
- Offer living benefit life insurance products through a portfolio of over 25 industry-leading carriers
Requirements
What you’ll need- Must have or be willing to obtain a life insurance license
- Must reside in the United States to obtain a life insurance license
- Pass a background check
- Be personable and have a willingness to serve clients
- Motivated, disciplined and entrepreneurial
- Strong work ethic
- Willingness to be coached for improvement
- Willingness to invest in themselves
Benefits
Comp & perks- Coaching, training and support platform
- 100% commission-based income
- No cap on income
- Raises every month based on production
- Flexible full-time or part-time work
- Work from home / remote work