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Life & Health Agent, Licensed or Pre-Licensed
Patrick Puorro. Help families identify income gaps, obtain appropriate insurance, and plan for retirement .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates the ability to conduct Financial Needs Analyses and utilize CRM platforms effectively while building a financial services practice. Possesses strong communication skills and a commitment to helping families achieve their financial goals.
Highest-signal resume keywords
Licensed Life & Health AgentFinancial Needs AnalysisCRM PlatformsSales TrainingTeam Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
CoachableComfortable Talking With OthersMotivated By Helping Families
Certifications & Qualifications
Life & Health License
Industry Keywords
Financial ServicesIncome GapsInsuranceRetirement PlanningClient Appointments
About the role
Key responsibilities & impact- Help families identify income gaps, obtain appropriate insurance, and plan for retirement
- Conduct financial needs analyses during client appointments using proprietary tools
- Run client appointments after training and mentorship
- Complete licensing preparation and study support if needed
- Attend real appointments for field training before conducting independent appointments
- Participate in weekly training on sales, products, and mindset
- Learn and use Financial Needs Analysis and CRM platforms
- Build a financial services practice and potentially develop a team
Requirements
What you’ll need- Must be licensed or willing to become licensed as a Life & Health Agent
- Must pass the state Life & Health exam if not already licensed
- Licensing and exam fees are the candidate's responsibility
- Background check required
- Coachable and comfortable talking with others
- Motivated by helping families
- No finance background needed
Benefits
Comp & perks- Mentorship and study support for licensing
- Weekly live training on sales, products, and mindset
- Field training through real appointment shadowing
- Opportunity to earn renewals
- Opportunity to build your own team over time
- Proprietary in-house tools and product access
- Licensing and exam fee guidance (fees are the candidate's cost)