drjobs Life and Health Insurance Agent

Life and Health Insurance Agent

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1 Vacancy
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Job Location drjobs

San Antonio, TX - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Life and health insurance agents are critical in helping individuals and families secure their financial future and health needs. Here are some key aspects of being a life and health insurance agent:



Key Responsibilities

1. Client Consultation: Meet with clients to understand their financial goals and insurance needs.

2. Policy Recommendations: Analyze different insurance products and provide tailored recommendations based on client assessments.

3. Sales: Facilitate the sale of insurance policies explaining terms coverage and benefits clearly.

4. Customer Service: Provide ongoing support help clients with claims and manage any changes to their policies.

5. License: Have an active life and health insurance license or be willing to obtain one.

Skills Required

  • Communication: Strong verbal and written communication skills to effectively explain complex products.
  • Sales Skills: Ability to persuade and build relationships with clients.
  • Analytical Skills: Evaluate client needs and provide appropriate solutions.
  • Attention to Detail: Careful processing of paperwork and understanding policy terms.
  • Computer/ Laptop to conduct business.





Employment Type

Full Time

Company Industry

About Company

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