Insurance Agent Trainee
Core
Life insurance sales agent focused on collecting premiums and selling new policies to modest-income families through personal home visits.
Role type
Field sales agent (trainee to licensed)
Builds
New insurance policies and premium collections for modest-income families
Domain
Insurance (Life)
Required skills
Sales presentations, prospecting, customer relationship management, premium collection, 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 opportunities, collecting monthly premiums, responding to service requests (beneficiary changes, claims, loans), record keeping and processing policy paperwork
Seniority
Entry-level (Trainee)