Works autonomously to sell life insurance policies and annuities to clients, with the training and support of an experienced team of advisors.
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Education : A high school diploma or bachelor's degree in a related field. Licensing is required to sell insurance.
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Skills : Strong communication, sales, and interpersonal skills.
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Experience : Previous experience in sales or insurance is preferred.
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Client Assessment : Evaluate clients' financial situations and insurance needs to recommend suitable policies.
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Policy Sales : Explain the features and benefits of various life insurance plans, including term, whole, and universal life insurance.
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Networking : Build and maintain relationships with clients and prospects to grow a customer base.
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Administrative Tasks : Handle paperwork, policy renewals, and assist clients with claims.
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Market Knowledge : Stay updated on insurance laws, market trends, and new products to provide accurate advice.
- Quoting and preparing life insurance policies
- Recommend insurance coverage to clients
- Discuss and handle insurance needs
- Work Nationally via virtual and phone sales