Financial Professional

Financial Professional
Company:

Star Branch Search Partners


Place:

Utah


Financial Professional

Details of the offer

Would you like the flexibility to work on your own schedule? Do you want to help make an impact on families and their future?Tasks Performed:
Prospect for potential clients
Interview prospective clients to obtain data about their financial resources and needs
Present potential solutions using suite of products and services
Calculate premiums and establish payment method
Conduct annual or bi-annual review with client and suggest additions or changes, or to change beneficiaries
Ensure that policy requirements are fulfilled, including any necessary medical examinations
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance

Skills:

Self-Starter
Coachable
Persistent
Educator
3+ years’ experience in insurance sales (Preferred but not required)
Current Life and Health License (Preferred but not required)
Strong written and verbal communication skills
Pleasant telephone manner
Ability to explain complex issues and concepts to customers in simple, understandable terms


Source: Jooble_Org


Area:

  • Other Jobs / Other Jobs - Crafts

Requirements

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