• To develop long term sources of clients by using referrals.
• Approach potential clients by utilizing mailing and phone solicitation.
• Making presentations to groups at company-sponsored gatherings, speaking publicly to community groups on financial well being.
• Determine client particular needs and financial situation by scheduling fact-finding appointments, determining the extent of present coverage and investment; 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 an application for coverage.
• Complete coverage by the delivery policy; planning future follow-up visits and evaluation of needs.
• Provide continuing service by providing annual review; processing changes in beneficiary and policy loan applications.
• Provide death benefit 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 trainings.
• Term implementation. Obtain underwriting approval by completing an application for coverage.
• Complete coverage by the delivery policy; planning future follow-up visits and evaluation of needs. Provide continuing service by providing annual review; processing changes in beneficiary and policy loan applications. Provide death benefit 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 trainings

Requirements:

• Minimum academic qualification of an OND.
• No experience or less than 1-year experience Length.