Job
Core
Insurance agent role focused on building a personal client portfolio and providing tailored life, health, and retirement solutions.
Role type
Insurance agent (Life, Health, Retirement)
Builds
Long-term client relationships and personalized insurance/financial plans
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Communication, relationship building, sales, financial planning, self-discipline, business mindset
Preferred skills
University degree, prior sales/customer service experience, computer proficiency
Technologies
Digital tools, computer
Responsibilities
Create and develop personal client portfolio, understand client insurance and financial needs, propose customized solutions, build long-term trust relationships, develop professional network
Seniority
Entry-level to Junior, self-managed