Job Description

Research and source potential clients and build long-term relationships with them

Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products

Advise clients on the insurance policies that best suit their needs

Customize insurance programs to suit individual clients

Deliver approved policies to new clients and explain benefits and risks of the policy

Re-assess the policy needs of existing clients after life-changing events

Fill-out and submit applications, issue quotes, maintain client records and prepare reports