This is an Insurance Agent job description template. Made for posting on job boards and careers sites. Feel free to edit and customize it.
We are looking for a dedicated Insurance Agent. You will match clients with insurance products that give them peace of mind.
- Contact leads that are disseminated by the corporate office.
- Think of new ways to increase lead generation.
- Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products.
- Engage in conversation with prospects to determine their profiles and needs.
- Obtain approval from underwriters.
- Deliver approved policies to new clients and explain benefits and risks of the policy.
- Reassess the policy needs of existing clients after life changing events.
- [X] salary
- [X] vacation days
- Sick, personal, and parental leave
- Child and elder care
- Health insurance
- Retirement plans
- Professional development
- Good command of computers and numbers.
- Strong ability of persuasion.
- Excellent communication and presentation skills.
- Resilient spirit and a persistent nature.
- Ability to develop and sustain interpersonal relationships.
- Excellent verbal and written communication in [X] language.
- [X] degree in Finance or relevant fields.