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.
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