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Responsibilities
- Explain various insurance policies and products to potential and existing clients, guiding them toward the best coverage
- Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies
- Suggest modifications and updates to existing clients’ insurance policies
- Build customized insurance policies and packages
- Source potential clients through professional networks, cold calls, and referrals
- Advise clients on potential risks and benefits of each policy
- Friendly personality, with excellent interpersonal and sales skills
- Resilient spirit and persistent nature
- Strong analytical skills with a goal-oriented mind
- Proven experience networking and building long-lasting relationships
- Desire to receive feedback and improve performance
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