Insurance Agent
2 weeks ago
Help protect families financially; Equity and Mortgage Protection; Final Expense Protection; Retirement Planning etc.
Job SummaryWe are seeking a competitive Insurance Agent to generate new business by contacting potential customers. The successful candidate will sell, solicit, differentiate and negotiate insurance plans that match the needs of their assigned or prospective customers portfolio.
Key Responsibilities- Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones.
- Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.
- Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria.
- Work with clients to deliver risk management strategies that fit their risk profiles.
- Report the progress of monthly/quarterly initiatives to stakeholders.
- Maintain bookkeeping systems, database and records.
- Monitor insurance claims to ensure mutual satisfaction.
- Achieve customer acquisition and revenue growth objectives.
- Constantly update job knowledge and learn about new products and services.
- Fulfill all policy requirements.
The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders. A strong understanding of insurance products and services is essential, as well as the ability to analyze customer needs and propose suitable solutions.
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