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life insurance agent

  • Prospect for new clients (cold calling, door knocking, and purchasing leads).
  • Consult with clients to determine retirement goals and life insurance leads.
  • Provide expertise on current retirement trends and run various life insurance illustrations to help client achieve their goals.
  • Aid underwriters and case managers in expediting underwriting process for case approval.
  • Continuously maintain current client relationships.
  • Train new agents.  

life insurance agent

  • Create and sell personalized life insurance plans on a 100% commission basis
  • Lead generation for future sales
  • Cold calling to create in-home appointments
  • Training and manage junior agents for licensing, script memorization, and sales techniques

life insurance agent

  • Life and Health Licensed
  • Strong Management Skills
  • Prospecting and networking 
  • Retail  life insurance polices
  • Financial Education 
  • Processing paper work and follow up with clients 

life insurance agent

  • Presented and clearly explained insurance policy options to clients based o
  • Called warm leads each week to expand client base.
  • n their needs and goals.
  • Developed life insurance and commercial insurance leads to meet monthly sales targets. 

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