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Sales Agent
Symmetry Financial Group. Build relationships with clients and provide guidance on securing their financial future .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling life and health insurance products, including Indexed Universal Life policies and annuities, while effectively building client relationships and providing tailored financial solutions. Strong communication and self-motivation are essential for exceeding sales targets and delivering exceptional client service.
Highest-signal resume keywords
Life Insurance SalesHealth Insurance SalesIndexed Universal Life (IUL) ProductsStrong Communication SkillsClient Relationship Management
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 InsuranceHealth InsuranceAnnuitiesIndexed Universal Life (IUL)Sales Target AchievementNeeds AnalysisPolicy ReviewClaims SupportPolicy Servicing
Soft Skills
Trust BuildingSelf-StarterGoal-Oriented MindsetResponsiveness to CoachingMotivation
Tools & Technologies
Zoom
Certifications & Qualifications
Insurance License
Industry Keywords
Financial SolutionsClient ConsultationsSales Activity RecordsWarm Leads
About the role
Key responsibilities & impact- Build relationships with clients and provide guidance on securing their financial future
- Conduct virtual consultations via Zoom or phone
- Present financial solutions and explain policy benefits, costs, and features
- Sell Indexed Universal Life policies, annuities, term life, whole life, universal life, and health insurance products
- Connect with pre-qualified, warm leads without cold calling
- Conduct needs analyses and policy reviews
- Recommend customized insurance solutions
- Educate clients on life and health insurance options
- Exceed sales targets
- Maintain detailed records of sales activity and client interactions
- Support clients through claims and provide ongoing policy servicing
Requirements
What you’ll need- US residency required
- Must be legally able to obtain the required insurance license; the company will help with licensing
- No prior experience required; training provided
- Strong communication skills
- Ability to build trust and deliver value in conversations
- Self-starter who is disciplined and motivated
- Optimistic, goal-oriented mindset
- Responsive to coaching and guidance
- Ability to work independently as a 1099 independent contractor
- Ability to sell life and health insurance, annuities, and Indexed Universal Life (IUL) products
Benefits
Comp & perks- Uncapped commissions
- Daily commission payouts
- Performance bonuses
- Top bonuses paid monthly
- All-expense-paid luxury trips to destinations around the world
- Flexible schedule and ability to set your own hours
- 100% remote work with no commute
- Online training
- One-on-one mentorship
- Expert coaching and ongoing support
- Comprehensive health plans
- Life insurance options
- Warm, pre-qualified leads provided
- No mandatory meetings