Responsibilities

• Research and source potential clients and build long-term relationships with them
• Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
• Advise clients on the insurance policies that best suit their needs
• Customize insurance programs to suit individual clients
• Deliver approved policies to new clients and explain benefits and risks of the policy
• Re-assess the policy needs of existing clients after life-changing events
• Fill-out and submit applications, issue quotes, maintain client records and prepare reports
• Keep abreast of industry and market trends and best practices

Qualification and Requirements

• A Minimum of an SHS graduate can apply
• At least 1-year experience in a similar role