Insurance Agent Trainee
Core
Field-based Life Insurance Sales Agent responsible for collecting premiums, selling new policies, and serving modest-income families through home visits.
Role type
Life Insurance Sales Agent
Builds
New insurance policies and premium collections for modest-income families
Domain
Insurance (Life)
Deliverable
product features
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, growing assigned territory
Seniority
Entry-level (Trainee/Unlicensed)
