Licensed Insurance Agent
Core
Field sales agent conducting home visits to sell life, health, and property/casualty insurance policies to modest-income families.
Role type
Licensed Insurance Sales Agent
Builds
New insurance policies and premium collections
Domain
Insurance (Life, Health, P&C)
Deliverable
product features
Required skills
Sales, prospecting, customer relationship management, record keeping, financial reporting
Preferred skills
Customer service experience, professional development in insurance products
Technologies
Policy paperwork processing
Responsibilities
Coordinating home visits, conducting sales presentations, prospecting for new sales, collecting premiums, responding to service requests (claims, loans), record keeping
Seniority
Entry-level to Mid-level, individual contributor