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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and executing sales strategies within the insurance and financial services sectors, with a strong focus on customer relationship management and market analysis. Proven ability to lead cross-functional teams and drive regional market share growth through effective communication and collaboration.
Highest-signal resume keywords
5+ Years Experience In Insurance SalesSeries 6 LicenseSeries 63 LicenseLife And Health LicensesStrong Analytical 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
Sales Strategy DevelopmentMarket AnalysisCustomer Relationship ManagementSales Performance ReportingProject Management
Soft Skills
Excellent Communication SkillsInterpersonal SkillsCollaborative TeamworkProblem-Solving SkillsResults-Driven Focus
Certifications & Qualifications
CLUChFCCFPCLTCLUTCF
Industry Keywords
Insurance SalesFinancial ServicesCustomer EngagementMarket Share GrowthBusiness Development
About the role
Key responsibilities & impact- Develop and execute sales strategies to meet or exceed regional sales targets
- Identify new business opportunities and expand the customer base
- Work with the regional sales team to ensure a positive customer experience
- Build and maintain relationships with key customers, partners, and stakeholders
- Collaborate with other departments to support sales initiatives
- Provide regular reporting on sales performance, market trends, and forecasts
- Drive regional market share growth and customer engagement across Minnesota, Nebraska, North Dakota, and South Dakota
Requirements
What you’ll need- 5+ years of experience in insurance/financial services sales
- Series 6, 63, Life, Health, and Variable licenses required within 180 days from the start date
- Professional designations such as CLU, ChFC, CFP, CLTC, LUTCF are a plus
- Strong understanding of market dynamics and customer needs
- Excellent communication and interpersonal skills
- Ability to work collaboratively with cross-functional teams
- Demonstrated ability to develop and implement effective sales strategies
- Strong analytical and problem-solving skills
- Ability to develop and maintain strong relationships with production sources
- Results-driven focus on individual and team goals
- Strong project management and leadership skills
- Willingness to travel 50%+
Benefits
Comp & perks- Sales-based incentive and opportunities for performance bonuses
- Learning and career growth support
- Flexible work environment
- Well-being and inclusion support
- Health, dental, mental health, and vision coverage
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension/401(k) savings plans
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays annually
- 3 personal days annually
- 150 hours of vacation annually
- 40 hours of sick time annually, or more where required by law
- Statutory leaves of absence