Identifies prospective clients through leads and referrals
Schedules client meetings
Performs follow-up calls as needed
Advises on insurance coverage
Conducts periodic policy reviews
Prepares insurance proposals
Completes requirements and submits to underwriters
Minimum 0to 1year of insurance or sales experience
Insurance license (life, property, casualty)
In-depth knowledge of insurance principles and selling techniques
Outstanding communication skills
Excellent interpersonal skills
High school diploma or equivalent; Bachelor’s degree in Marketing, Business, or related field is preferred