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Job Responsibilities:

  • Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
  • Determines clients’ particular needs and financial situations by scheduling fact-finding appointments; determining the extent of present coverage and investments; ascertaining long-term goals.
  • Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Obtains underwriting approval by completing an application for coverage.
  • Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.

Qualifications:

  • Applicants with or without  call center experience
  • At least 18 years old  
  • At least HS Graduate  or Senior High Graduate
  • Amenable to work Hybrid – Onsite Work