Insurance Sales Representative Duties & Responsibilities

The role and function of an Insurance Sales Representative includes the following duties and responsibilities:

Research and source potential clients and build long-term relationships with them
Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
Re-assess the policy needs of existing clients after life-changing events
Fill-out and submit applications, issue quotes, maintain client records and prepare reports
Keep abreast of industry and market trends and best practices
Advise clients on the insurance policies that best suit their needs
Customize insurance programs to suit individual clients
Deliver approved policies to new clients and explain benefits and risks of the policy

Note that this is not an exhaustive list of Insurance Sales Representative duties and responsibilities. Job functions for specific Insurance Sales Representative roles may vary, depending on the industry and type of employer.

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