DMB Insurance Agency · 2 days ago

Life Insurance Sales Representative

Houston, TX

Full-time

Remote

Entry Level

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Responsibilities

Develop base for long-term source of clients by using leads, referrals, occupational, and special-interest groups to compile lists of prospects.

Approach potential clients by utilizing agency generated web leads; attending community events; making presentations to clients.

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

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

Obtain underwriting approval by completing application for coverage.

Complete coverage by delivering policy; planning future follow-up visits and evaluations of needs.

Provide continuing service by providing direct deposit forms, processing changes in beneficiary and policy loan applications.

Provide death benefits by delivering policy proceeds, reassessing client needs.

Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations; attending agency training.

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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Prospecting SkillsUnderstanding Customer NeedsProduct KnowledgeGeneral Math SkillsGreat OrganizationStatistical AnalysisGreat Management Skills