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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance sales with a focus on meeting sales quotas and managing client relationships. Proficient in using sales tools and methodologies to drive business growth and maintain high renewal rates.
Highest-signal resume keywords
Insurance Sales ExperienceProperty and Casualty LicenseLife and Health Insurance LicenseSalesforce ProficiencyAnalytical 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 Quota AchievementClient Relationship ManagementBusiness AnalyticsSales MethodologiesProspect Presentations
Soft Skills
Internal CommunicationExternal CommunicationCollaboration
Tools & Technologies
Trucordia Sales ToolsMicrosoft SuiteSales Management Platform
Certifications & Qualifications
Property and Casualty Producer LicenseLife and Health Insurance Producer License
Industry Keywords
Insurance SalesRenewal BusinessCold CallingIn-Person Appointments
About the role
Key responsibilities & impact- Meet established sales quotas on a monthly, quarterly, and annual basis
- Use Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business
- Act as a subject matter expert in a chosen area of focus
- Manage a book of business to support high renewal rates
- Collaborate with Client Service to analyze renewal business and place new business accounts
- Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform
Requirements
What you’ll need- State-issued Property and Casualty or Life and Health Insurance Producer License
- 2–5 years in an insurance sales role
- Proficiency with professional programs such as Microsoft Suite and Salesforce
- Demonstrated skills in analytics and internal/external communication
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life Insurance and AD&D
- FSA / HSA
- Accident insurance
- Critical illness insurance
- Hospital indemnity insurance
- Supplemental health insurance
- EAP
- Pet insurance
- 11 paid holidays
- Flexible PTO
- 401K