Security Benefits Center

Insurance / estate plan agent

ABOUT THE JOB

Developing marketing strategies and promote all types of new insurance/estate plan contracts or suggest additions/changes to existing onesBreeding productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.Evaluating business or individual customers’ needs and financial status and proposing protection plans that meet their criteria

RESPONSIBILITIES

• Developing marketing strategies and promote all types of new insurance/estate plan contracts
• Suggest additions/changes to existing insurance/estate plan contracts
• Breeding productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.
• Evaluating business or individual customers’ needs and financial status
• Proposing protection plans that meet customers' criteria

ELIGIBLE SERVICE BRANCHES

All Services