Agente de seguros
Core
Identifying client needs and providing comprehensive solutions in medical protection, asset protection, savings, investment, and retirement planning.
Role type
Insurance agent and financial advisor
Builds
Personalized financial and coverage strategies for clients
Domain
Insurance and personal finance
Deliverable
client delivery
Required skills
sales, client relationship management, financial concepts understanding, verbal and written communication, empathy, negotiation, office software proficiency
Preferred skills
higher education in administration, finance, economics, commerce, or communication
Responsibilities
Evaluate and analyze client needs to design financial strategies, generate and cultivate commercial relationships through active prospecting, follow up on prospects and manage renewations, collaborate with management to meet commercial targets
Seniority
Entry-level to mid-level sales role