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Insurance Agent at

Insurance Agent

Anywhere, CA Full Time
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Insurance Agent Job Responsibilities:

-Provides service to clients’ changing insurance needs by selling life, health, and disability insurance. -Establishes productive working relationships with clients.
-Develops base for long-term sources of clients.
-Compiles lists of prospects.
-Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
-Ascertains clients’ long-term goals.
-Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
-Communicates with adjusters.
-Obtains underwriting approval by completing application for coverage.
-Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs. -Provides continuing service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications.
-Provides death benefits by delivering policy proceeds and reassessing client needs.
-Updates job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations.
-Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.

 Insurance Agent Qualifications/Skills:

-Prospecting skills
-Meeting sales goals
-Motivation for sales
-Product knowledge
-Organizational skills
-Attention to detail
-Strong communication skills

-Life and Health License required
-Previous experience in Financial Services industry required
-Previous experience in Insurance industry required
-Previous sales experience required
-Previously manage a team of individuals required
-Knowledge of cultural markets a plus
-Bilingual is a plus

Recommended Skills

  • Insurance
  • Finance
  • Selling Techniques
  • Financial Services
  • Underwriting
  • Scheduling
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