Insurance Agent Trainee
Core
Field-based life insurance sales agent responsible for collecting premiums, selling new policies, and servicing existing customers through home visits.
Role type
Life Insurance Sales Agent
Builds
New insurance policies and premium collections for modest-income families
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
sales presentations, prospecting, customer relationship management, record keeping, accounting, policy paperwork processing
Preferred skills
customer service experience, professional development in insurance products
Responsibilities
Conducting sales presentations and closing new sales, prospecting for new opportunities, collecting monthly premiums, responding to service requests like claims and loans, maintaining customer relationships, managing assigned territory growth
Seniority
Entry-level, trainee to licensed agent