Insurance Agent Trainee
Core
Life insurance sales agent focused on modest-income families, collecting premiums and selling new policies through personal home visits.
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, customer service, prospecting, record keeping, accounting, policy paperwork processing
Preferred skills
Continuous professional development in insurance products and sales effectiveness
Responsibilities
Conducting sales presentations, recommending products, closing new sales, prospecting for new opportunities, collecting monthly premiums, responding to service requests (beneficiary changes, claims, loans), record keeping and accounting
Seniority
Entry-level (Trainee/Unlicensed)