Provides service to clients’ changing insurance needs by selling life, health, and disability insurance.
Establishes productive working relationships with clients.
Develops base for long-term sources of clients.
Compiles lists of prospects.
Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
Ascertains clients’ long-term goals.
Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Communicates with adjusters.
Obtains underwriting approval by completing application for coverage.
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