About this role
This position is responsible for providing service to clients’ changing insurance needs by selling health, dental, life and/or supplemental insurance products.
Responsibilities:
Develop a base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects. Determines clients' particular needs and/or financial situations by scheduling fact-finding appointments; determining extent of present coverage and/or investments; ascertaining long-term goals. Create plans for clients in the short term when needed and assist in planning long term solutions that fit their unique needs, completing coverage by delivering policy, and planning future follow-up conversations to evaluate life changes and provide continuing service. Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations, and colaberating with team to improve technique and knowledge base. Accept ownership for accomplishing new and different requests and exploring opportunities, Bilingual a Plus!
All your information will be kept confidential according to EEO guidelines.