Job Description

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.