Sales Representative

Responsible for building client relationships, assessing financial needs, and providing customized insurance and financial solutions to help individuals and families achieve long-term financial security.

Key Responsibilities

• Prospect and develop new lasting client relationships

• Conduct financial needs analyses and recommend appropriate solutions

• Present and sell life insurance and related financial products

• Manage applications, underwriting, and policy delivery

• Provide ongoing service and periodic policy reviews

• Maintain compliance with state regulations and company standards

• Participate in ongoing training, mentorship and professional development