Job Summary
The primary function of this role is to engage with both new and current clients, promoting and selling insurance products while addressing their inquiries. The professional will also be responsible for reaching out to potential leads to arrange appointments and conducting virtual meetings to assess clients’ coverage requirements.
Responsibilities
- Present and sell insurance products to both new and existing client bases.
- Manage and respond to client inquiries effectively.
- Proactively contact qualified leads to schedule appointments.
- Conduct virtual meetings to evaluate coverage needs for prospective clients.
Qualifications
- Self-disciplined with a proactive approach to work.
- Strong work ethic and motivation to achieve goals.
- Life and Health Insurance License required, with training provided by the agency to help obtain this certification.
