Producer - Life Advisor - Frost Insurance Agency
Core
Screen leads, conduct client/prospect meetings, and sell life insurance coverage and solutions.
Role type
Life insurance sales producer
Builds
Life insurance policies and coverage solutions for individuals and businesses
Domain
Insurance / Financial Services
Required skills
Life insurance sales, client prospecting, needs assessment, proposal development, claims resolution, sales reporting, industry training
Preferred skills
FINRA Series 7 license
Technologies
Microsoft Office applications
Responsibilities
Screen leads and conduct client/prospect meetings to determine fit; Identify new business opportunities and promote life insurance; Contact prospects for quotes and arrange sales appointments; Assess prospects' needs and financial situations to recommend coverage; Develop and deliver formal insurance proposals; Collaborate with colleagues to finalize submissions; Conduct appointments to discuss proposals, renewals, and coverage details; Address claims or service issues to ensure client satisfaction; Maintain production reports and attend sales meetings; Promote agency growth within the community; Stay current on industry advancements through training and publications.
Seniority
Mid-level sales professional