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Insurance Strategist
Crump RoofingInternal Insurance Strategist at Crump selling life, long-term care, and disability income insurance to clients and advisors. Responsibilities include client engagement, driving sales, and insurance product explanation.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling life, long-term care, and disability income insurance, with a strong focus on client needs assessment and solution articulation. Possesses a solid understanding of insurance products, estate planning, and the underwriting process.
Highest-signal resume keywords
Life Insurance SalesLong-Term Care Insurance SalesDisability Income Insurance SalesActive Life and Health Insurance LicenseFINRA Registrations (Series 6 and 63)
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 Application CompletionUnderwriting Process ManagementSales Activity ManagementClient Needs AssessmentSolution Articulation
Soft Skills
Communication SkillsClient Relationship ManagementProblem-Solving Skills
Certifications & Qualifications
Life and Health Insurance LicenseFINRA Series 6FINRA Series 63
Industry Keywords
Insurance PlanningEstate PlanningBusiness PlanningAsset LeveragingSales Activity
About the role
Key responsibilities & impact- Discuss needs with and sell life, long-term care and disability income insurance to the clients and advisors
- Lead clients through discovery, including personal or business needs and goals, current financial status
- Articulate identified gaps and opportunities, and describe solutions to meet client needs
- Manage daily activities and drive sales activity and pending business
- Handle incoming calls directly from referral sources
- Complete insurance applications and take responsibility for following cases through the underwriting process
- Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages
- See all sales activity through towards product purchase
- Explain the basics of estate planning, business planning, asset leveraging, insurance planning
Requirements
What you’ll need- Bachelor’s degree or equivalent education, training and work-related experience
- Minimum 2 years direct life, long-term care and disability income insurance selling experience in the field directly with clients
- or 3+ years handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform
- Active Life and Health Insurance license required
- Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
Benefits
Comp & perks- A comprehensive benefits package that includes PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance