Job Summary

We are looking to fill this position with a suitable candidate.

  • Minimum Qualification: HND
  • Experience Level: Mid level
  • Experience Length: 1 year

Job Description/Requirements

Functions and Responsibilities:

  • To develop a long-term source of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Approach potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on financial well-being.
  • Determine clients' particular needs and financial situations by scheduling fact-finding appointments; determining the extent of present coverage and investments; ascertaining long-term goals.
  • Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term implementation.
  • Obtain underwriting approval by completing the application for coverage.
  • Complete coverage by delivering policy; planning future follow-up visits and evaluations of needs.
  • Provide continuing service by providing annual reviews; processing changes in beneficiary and policy loan applications.
  • Provide death benefits by delivering policy proceeds to beneficiaries.
  • Update job knowledge by participating in educational opportunities; agency meetings and review sessions; maintaining personal networks; participating in seminars, workshops and training.
  • Enhance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

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