Life Insurance Broker - Tampa, United States - National Agents Alliance

    National Agents Alliance
    National Agents Alliance Tampa, United States

    Found in: Jobcase US 3 C2 - 2 weeks ago

    National Agents Alliance background
    Description

    Job Purpose:
    Provides service to clients' changing insurance needs by selling life, health, and disability insurance

    Duties:

    • 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 financial well-being.
    • Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
    • Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
    • 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 policy loan applications.
    • Provides death benefits by delivering policy proceeds; 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; exploring opportunities to add value to job accomplishments.

    Skills/Qualifications:
    Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis