Life Insurance Sales Job Description

June 9, 20120 Comments

Life Insurance Sales Job Profile and Description

The Life insurance sales job involves selling life insurance policies to customers and collecting a monthly or yearly premium from the policyholder. In case, a policyholder dies, the life insurance sales agents ensure that the policy holder beneficiaries get the financial settlement and, they take care of the whole procedure.

Duties and Responsibilities

  • Communicates with customers and find out their needs and accordingly recommend a plan fitting their needs
  • They help people to provide complete information about themselves and process their policy
  • They help customer how to choose the policy and choose their beneficiaries
  • Need to tell the customers bout the appropriate transaction of premiums
  • Need to connect with clients on the phone and in-person, and develop associates with new clients while keeping interaction with current clients
  • Need to analyze information of the health record of the client to assess the threats associated with the policy
  • At the loss of life of the customer, they take care of all the specifications and help the receivers get the plan money

Skills and Specifications

  • Must have fantastic interaction abilities, both spoken and written
  • Must be assured, diligent and motivated
  • Should have good marketing and cultural skills
  • Must be able to deal with their time well and be delicate to the customer’s requirements

Education and Qualifications

A Bachelor’s degree is required for this job. There are courses available in finance, accounting, and marketing etc.

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