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Insurance Sales Representative Job Description

Summary

Responsible for selling insurance policies and other services, including mutual funds, annuities, and securities, and financial planning services.

Primary responsibilities

  • Sell insurance policies to potential clients.
  • Help individuals, businesses, and families select the most appropriate policies for health, life, and properties.
  • Offer property and casualty, life, health, disability, and long-term care insurance.
  • Sell policies that protect individuals and businesses from financial loss resulting from automobile accidents, fire, theft, storms, and other events that can damage property.
  • Pay beneficiaries when policyholders die.
  • Sell annuities for retirement incomes.
  • Offer health insurance policies that cover the costs of medical care and loss of income due to illness or injury.
  • Advise clients on how to minimize risk.
  • Advise clients on retirement planning, estate planning, and also provide assistance in setting up pension plans for businesses.
  • Sell mutual funds and variable annuities.
  • Seek out leads and new clients.
  • Maintain reports and records of insurance policies.
  • Match insurance policies for clients with the companies that offer the best rates and coverage.
  • Obtain price quotes.
  • Process applications.
  • Utilize the Web to respond to quotes for insurance policies.
  • Maintain regular contact with clients.
  • Answer questions and make changes to existing policies.

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