Life Insurance Sales Agent - Jobs in Seven Oaks

Job Description

Insurance AgentInsurance Agent Job Responsibilities:

• Provides service to clients’ changing insurance needs by selling life, health, and disability insurance.
• Establishes productive working relationships with clients.
• Develops base for long-term sources of clients.
• Compiles lists of prospects.
• Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
• Ascertains clients’ long-term goals.
• Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
• Communicates with adjusters.
• Obtains underwriting approval by completing application for coverage.
• Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs.
• Provides continuing service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications.
• Provides death benefits by delivering policy proceeds and reassessing client needs.
• Updates job knowledge by participating in educational opportunities, maintaining personal networks, and 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.

[Work Hoursamp; Benefits] We recommend that you address work hours and benefits in this section of your insurance agent job description. The rationale is that a potential applicant wants this information sooner rather than later. Once they read it, they’re hopefully hooked and will be more likely to continue reading. Provide information about working conditions or requirements, including shift work, weekend work, overtime, and break schedules. Additionally, it’s essential to mention any special benefits that the company provides that aren’t normally available.Insurance Agent Qualifications/Skills:

• Prospecting skills
• Meeting sales goals
• Motivation for sales
• Product knowledge
• Organizational skills
• Attention to detail
• Strong communication skills

Education and Experience Requirements:

• High school diploma or equivalent
• BA in finance, business, economics, or a related field is preferred by many employers
• State license
• Continuing education credits

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