Insurance Sales Agent
What they do
- Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones.
- Contact potential clients and create rapport by networking, cold calling, using referrals etc.
- Appraise the wishes and demands of business or individual customers and sell the suitable protection plans.
- Collect information from clients on their risk profiles in order to offer them the proper solution.
- Prepare reports to shareholders on the success of your business endeavors.
- Retain continuous awareness of transactions, sales and terms and keep relative records.
- Check insurance claims to solidify trust and safeguard reputation.
- Frequently replenish job-specific knowledge and apply it on the field.
- Fulfill all company-established policy obligations.
Qualifications
- Proven experience as an insurance sales agent.
- Good comprehension of insurance plans including automobile, fire, life, property, medical etc.
- Ability to work with computers and understand and interpret standard statistical findings.
- Goal-oriented.
- Excellent skills in communication and presentation.
- Experience in delivering client-focused solutions and in creating long-lasting relationships.
- High school or BS degree.