Insurance Sales Agent

6 أكتوبر، 2022

0 22 دقيقة واحدة

الوصف الوظيفي

Responsible for selling insurance products and other services, including mutual funds, annuities, and securities, and financial

planning services.

Responsibilities;

Sell insurance policies to potential clients.

Help individuals, businesses, and families select the most appropriate policies for health, life, and properties.

Offer property and casualty, life, health, disability, and long-term care insurance.

Sell policies that protect individuals and businesses from financial loss resulting from automobile accidents, fire, theft, storms, and other events that can damage property.

Pay beneficiaries when policyholders die.

Sell annuities for retirement incomes.

Offer health insurance policies that cover the costs of medical care and loss of income due to illness or injury.

Advise clients on how to minimize risk.

Advise clients on retirement planning, estate planning, and also provide assistance in setting up pension plans for businesses.

Sell mutual funds and variable annuities.

Seek out leads and new clients.

Maintain reports and records of insurance policies.

Match insurance policies for clients with the companies that offer the best rates and coverage.

Obtain price quotes.

Process applications.

Utilize the Web to respond to quotes for insurance policies.

Maintain regular contact with clients.

Answer questions and make changes to existing policies.

المهارات

People skills are the number one characteristic of a successful insurance agent. …
Good Salesmanship
Customer Service Skills.
High Energy Level
Honesty
Knowledge on a Variety of Products
Choose the Right Carrier.