What are the responsibilities and job description for the Insurance Sales Agent /Tax Professional position at CEBALLOS TAX SERVICES INC?
Job Title
Insurance Sales Agent
Job Summary
- Sells insurance to new and current clients.
General Accountabilities
- Compiles lists of prospective clients.
- Contacts prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
- Calculates and quotes premium rates for recommended policies.
- Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program, or to make changes in beneficiaries.
- Collects premiums from policyholders and maintains record of payments.
- Helps policyholders settle insurance claims.
- Anticipates future needs and calls on established clients to renew and upgrade accounts.
- Develops long-term relationships with clients and underwriters.
- Offers comprehensive financial planning.
- Sells securities.
- *The company reserves the right to add or change duties at any time.
Job Qualifications
- Education: Bachelor’s degree
- Experience: 3-5 years of related experience; or equivalent combination of education and experience
Skills
- Excellent verbal and written communication
- Active listening
- Critical thinking
- Service orientation
- Negotiation
- Persuasion