What are the responsibilities and job description for the Life Insurance Agent Role position at Shield Financial?
Key Responsibilities
This position involves presenting and promoting life insurance solutions by conducting thorough needs assessments, helping clients make informed decisions that align with their financial goals and insurance requirements. The successful candidate will develop and nurture long-term relationships with clients through regular follow-ups and ongoing support, ensuring customer satisfaction and retention.
The role also requires participating in live, company-wide coaching sessions and gaining hands-on experience from top-performing virtual sales reps, accelerating learning and growth. Additionally, the agent will utilize advanced tools to maintain accurate records of sales, client interactions, and progress toward individual goals, while ensuring all activities comply with regulatory standards and company policies.
This position involves presenting and promoting life insurance solutions by conducting thorough needs assessments, helping clients make informed decisions that align with their financial goals and insurance requirements. The successful candidate will develop and nurture long-term relationships with clients through regular follow-ups and ongoing support, ensuring customer satisfaction and retention.
The role also requires participating in live, company-wide coaching sessions and gaining hands-on experience from top-performing virtual sales reps, accelerating learning and growth. Additionally, the agent will utilize advanced tools to maintain accurate records of sales, client interactions, and progress toward individual goals, while ensuring all activities comply with regulatory standards and company policies.
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