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Insurance Agent
Modern Woodmen of America. Meet with client members to assess their insurance needs and recommend appropriate coverage .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in assessing client insurance needs and providing tailored coverage recommendations while delivering exceptional customer service. Strong ability to build client relationships through networking and community engagement, with a focus on achieving business development goals.
Highest-signal resume keywords
Client Needs AssessmentExceptional Customer ServiceBusiness Development GoalsState Insurance LicenseNetworking and Community Engagement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Team-OrientedEnthusiasticPositive AttitudeSelf-StarterCoachableGoal-DrivenCommunity-Focused
Certifications & Qualifications
State Insurance License
Industry Keywords
Insurance CoverageFinancial CheckupsInvestment GuidanceProfessional DevelopmentSales Skills
About the role
Key responsibilities & impact- Meet with client members to assess their insurance needs and recommend appropriate coverage
- Provide exceptional customer service, addressing client inquiries and resolving issues promptly
- Build and maintain a network of client members through referrals, networking events, and community engagement
- Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills
- Meet or exceed business development goals
- Provide needs-based investment and protection guidance
- Conduct annual financial checkups with clients to ensure plans operate efficiently
Requirements
What you’ll need- Team-Oriented
- Enthusiastic
- Positive Attitude
- Self-Starter
- Community-Focused
- Coachable
- Goal-Driven
- Willingness to Obtain State Insurance License
- College Degree (preferred, not required)
Benefits
Comp & perks- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Potential to earn client member leads
- Exclusive training/development with the financial services professional supporting you
- An environment and culture of mutual support and growth
- Attainment of prestigious credentials and recognition
- Consistent opportunities for growing your income and character
- Strong benefits and retirement package
- Life insurance
- Professional development assistance
- Referral program
- Flexible work from home options available
- Mentorship Program offering new agents the necessary fundamentals
- Ongoing Specialized Training
- Dedicated In-House Administrative Support
- Career Advancement Opportunities
- Collaboration with highly productive peers