out door sales executive

•Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects. •Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being. •Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals. •Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. •Obtains underwriting approval by completing application for coverage. •Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs. •Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications. •Provides death benefits by delivering policy proceeds; reassessing client needs. •Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. •Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments



via JOBS-EG http://www.jobs-eg.com/job/out-door-sales-executive/12273/

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