I help individuals and/or businesses find the most affordable and best coverage for themselves, or their employees. Responsible for meeting with and serving families that have requested help with mortgage protection or final expense insurance and will have access to over 30 A-rated insurance carriers to provide the best and most affordable options. With the resources available in our company, agents are entrusted with the knowledge to present the most affordable, personalized options to each individual family.• Analyze customer needs and provide the best options, upselling products and services.• Receive underwriting approvals after accurately completing applications for insurance coverage.• Coordinate appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.• Sell vital insurance policies with time-tested customer engagement techniques.• Conduct in-person meetings, virtual meetings or phone calls with potential clients to present insurance policies and answer questions.• Educate and counsel clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
Listed skills include Management, Public Speaking, Customer Service, Sales, and 24 others.