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Sales Professional

POSITION SUMMARY


This position is responsible for providing service to clients' changing insurance needs by selling health, dental, life and/or supplemental insurance products.


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 healthcare coverage.

  • Determines clients' particular needs and/or financial situations by scheduling fact-finding appointments; determining extent of present coverage and/or investments; ascertaining long-term goals.

  • Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.

  • Completes coverage by delivering policy, planning future follow-up conversations, and evaluations of needs.

  • Provides continuing service by processing changes in policies and reassessing client needs.

  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

  • Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.


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