Insurance Agent Trainee
Core
Field-based Life Insurance Sales Agent role focused on selling policies to modest-income families, collecting premiums, and servicing existing customers through home visits.
Role type
Field Sales Agent (Life Insurance)
Builds
New insurance policies and premium collections for modest-income families
Domain
Insurance (Life Insurance)
Deliverable
product features
Required skills
Sales presentations, prospecting, customer relationship management, premium collection, record keeping, policy paperwork processing
Preferred skills
Customer service experience, continuous professional development in insurance products
Technologies
None stated
Responsibilities
Conducting sales presentations and closing new sales, prospecting for new opportunities, collecting monthly premiums, responding to service requests (claims, loans), maintaining customer records
Seniority
Entry-level (Trainee/Unlicensed to Licensed)
