Insurance Sales Representative job description

Insurance Sales Representative Duties and Responsibilities

Insurance Sales Representative job description should contain a variety of functions and roles including:

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

Insurance Sales Representative Requirements / Skills / Qualifications

Insurance Sales Representative job description should include these common skills and qualifications:

Bacelor's degree in Finance or similar relevant fields
x years of previous working experience as an Insurance Agent
Excellent communication and presentation skills
Resilient spirit and a persistent nature
Impeccable interpersonal skills and friendly attitude
Well organized with time great management abilities

As a hiring manager, recruiting an ideal Insurance Sales Representative starts with crafting a good job description. Use this Insurance Sales Representative job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of an Insurance Sales Representative may also reference it in preparation for the interview.