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.
Develops 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 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 organization
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