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
Field Life Insurance Sales Agent
Builds
New insurance policies and premium collections for modest-income families
Domain
Insurance (Life Insurance)
Deliverable
client delivery
Required skills
sales presentations, prospecting, customer relationship management, record keeping, accounting, policy paperwork processing
Preferred skills
customer service experience, continuous professional development in insurance products
Responsibilities
Conducting sales presentations and closing new sales, prospecting for new opportunities, collecting monthly premiums, responding to service requests (beneficiary changes, claims, loans), maintaining customer relationships, record keeping and accounting
Seniority
Entry-level (Trainee)
