• 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 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.

 

     

Job Details

Total Positions:
10 Posts
Job Shift:
First Shift (Day)
Job Type:
Job Location:
Gender:
No Preference
Age:
22 - 70 Years
Minimum Education:
Intermediate/A-Level
Career Level:
Experienced Professional
Minimum Experience:
Less than 1 Year
Apply Before:
May 13, 2021
Posting Date:
Apr 12, 2021

Elonex Intentional

Insurance / Takaful · 11-50 employees - Islamabad

,

What is your Competitive Advantage?

Get quick competitive analysis and professional insights about yourself
Talk to our expert team of counsellors to improve your CV!
Try Rozee Premium

Similar Job Titles

Marketing Strategy Manager

Horizon Technologies, Karachi, Pakistan
Posted Mar 04, 2024

Performance Marketing Manager

Posted Mar 23, 2024

Social Media / Marketing Manager

MALYK, Multiple Cities, Pakistan
Posted Mar 20, 2024

Marketing Strategy Manager

Eye Armour Tech Pvt. Ltd, Lahore, Pakistan
Posted Mar 09, 2024
View All
I found a job on Rozee!