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Job Description

  • Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
  • Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
  • Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Obtains underwriting approval by completing application for coverage.
  • Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
  • Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
  • Provides death benefits by delivering policy proceeds; reassessing client needs.
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Skills

Prospecting Skills,  Meeting Sales Goals,  Motivation for Sale

Job Details

Functional Area:
Total Positions:
1 Post
Job Shift:
First Shift (Day)
Job Type:
Full Time/Permanent
Job Location:
Gender:
No Preference
Age:
22 - 35 Years
Minimum Education:
Intermediate/A-Level
Career Level:
Experienced Professional
Experience:
1 Year - 2 Years
Apply Before:
Sep 25, 2016
Posting Date:
Aug 25, 2016
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EFU Life Insurance Multan

Insurance / Takaful - Multan

pEFU Life Insurance Multan/p

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