Insurance Agent Trainee
Core
Life insurance sales agent conducting home visits to collect premiums, sell new policies, and service existing customers.
Role type
Field sales agent (Life Insurance)
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
Technologies
None stated
Responsibilities
Conducting sales presentations and closing new sales, Prospecting for new sales opportunities, Collecting monthly premiums from assigned customers, Responding to service requests (beneficiary changes, claims, loans), Maintaining customer relationships, Record keeping and processing policy paperwork
Seniority
Entry-level (Trainee/Unlicensed)