Przedstawiciel / Przedstawicielka ds. Ubezpieczeń | współpraca z multiagencją
Core
Independent insurance representative building a client portfolio through active sales and relationship management.
Role type
Independent insurance representative (multi-agency)
Builds
Property, communication, and life insurance products for individuals and companies
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
active client acquisition, needs analysis, relationship building, sales presentation, portfolio management, self-organization, persistence
Preferred skills
sales experience, customer service experience, finance experience, insurance experience
Technologies
multi-agency platform, insurance product portfolio
Responsibilities
actively acquire individual and corporate clients, present tailored insurance solutions, build and develop a client portfolio, maintain long-term client relationships, acquire referrals, develop product and sales knowledge
Seniority
Entry-level to Senior, self-managed IC