Job Summary



If you enjoy offering financial stability and security to customers everywhere, a career as an insurance agent may be perfect for you. You meet the changing needs of our customers by crafting and customizing a policy that works for their lives. Get to know your clients on a deeper level with exceptional customer service and a personal touch with an in-depth look into their lives to determine what Investments and coverage will benefit each one. Join an exciting team of individuals committed to offering security to every consumer by working with our investment company to sell affordable policies.



Job Responsibilities

• Meet with clients daily to provide them with information about how to handle a policy claim, how to update policies and how to maintain appropriate records for possible claims.


• Attend programs, seminars and meetings to learn about new services and products, receive technical assistance and learn new marketing and selling skills.


• Create marketing strategies that bring customers to your insurance agency rather than another.


• Guarantee that all necessary paperwork is filled out and filed to put the investment in place.


• Seek new clients through networking and calling lists of prospective clients on a weekly basis.
  
   

• High school diploma or equivalent


• Investment licenses from the state you are working in


• Passing scores on state exams that certify you to sell various types of investment products
  
   

• Flexible schedule and ability to travel


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