Insurance Sales Representative
18 hours ago
As a life insurance agent with Bankers Life, you will be responsible for providing expert advice and intermediary services to clients. Your primary goal will be to sell life policies that payout on death and annuities that pay an income at retirement. To achieve this, you will need to conduct needs analyses for every client to ensure that the correct products are recommended. You will also be responsible for providing good customer service, maintaining electronic and paper records, and assisting clients during the claims process.
Requirements:
To be successful in this role, you will need to possess excellent communication skills, display good analytical skills, and provide excellent customer service. You will also need to be licensed in the state where you work and accredited with the Financial Industry Regulatory Authority (FINRA). A degree or diploma in financial services or a related field is also required.
Key Responsibilities:
Provide advice to clients and recommend insurance products.
Provide intermediary services between insurance companies and clients.
Provide good customer service to maintain and retain clients.
Expand customer base.
Interview prospective clients to gather data about them.
Sell life policies that payout on death.
Sell annuities that pay an income at retirement.
Analyze the clients current portfolios and make recommendations.
Assist clients during the claims process.
Maintain electronic and paper records.
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