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Wholesaler
Crump RoofingInsurance sales professional driving life insurance sales growth and advisor engagement in assigned Edward Jones territories. Building relationships and managing opportunities from discovery to policy placement.
Posted 7/18/2026full-timeRemote • North Carolina, Pennsylvania, Utah • 🇺🇸 United StatesMid-LevelSeniorWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving insurance sales, building relationships with financial advisors, and identifying insurance planning opportunities. Proven ability to achieve sales goals and maintain accurate CRM records.
Highest-signal resume keywords
Life Insurance Sales ExperienceActive Life And Health Insurance LicenseSales Success And Quota AttainmentInsurance Planning ConceptsCRM 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
Insurance SalesSales Metrics TrackingPipeline ProgressionRevenue Growth StrategiesClient Discovery Conversations
Soft Skills
Relationship BuildingProactive CommunicationCollaboration
Certifications & Qualifications
Bachelor's DegreeLife And Health Insurance License
Industry Keywords
Insurance PlanningAdvisor ActivationUnderwritingSales Activity Metrics
About the role
Key responsibilities & impact- Proactively drive insurance sales opportunities within assigned Edward Jones territories.
- Build and deepen relationships with financial advisors to increase insurance awareness, activity, and production.
- Lead client and advisor discovery conversations to identify insurance planning opportunities.
- Own opportunities from initial identification through application, underwriting, and placement.
- Achieve advisor activation, pipeline progression, revenue growth, and production goals.
- Partner with internal teams to execute and place business efficiently.
- Maintain CRM records and sales activity metrics.
Requirements
What you’ll need- Bachelor's degree or equivalent experience
- Minimum 3 years successful life insurance sales experience
- Active Life and Health Insurance License
- Demonstrated sales success and quota attainment
- Strong understanding of insurance planning concepts
Benefits
Comp & perks- PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance