MBA at Helga Rivera Insurance
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Helga Rivera Insurance - Sales Agent (1-3 yrs)
Job Summary
Responsible for selling a variety of financial services, including life insurance, retirement income, and long-term care insurance.
Primary Responsibilities
- Sell financial services to businesses and individuals
- Recommend certain services such as life insurance, retirement income, and long-term care insurance
- Build relationships with clients and communities
- Provide solutions for short and long-term financial goals
- Help clients achieve financial security
- Present products and services via a presentation or slideshow
- Determine clients' financial needs and areas of improvement
- Develop prospects from current commercial customers, referral leads, and sales and trade meetings
- Negotiate sales agreements and contracts
- Prepare forms or agreements
- Determine future growth
- Advise customers regarding expected fluctuations
- Make presentations on financial services to groups to attract new clients
- Use financial, tax, economics and accounting skills to review a client's personal data and recommend financial strategies that are appropriate to the client's goals
- Advise a client on whether to buy certain types of insurance
Educational Qualification
B/A
Qualifications
In this entrepreneurial, consultative sales position, you will build your professional practice by prospecting for clients on a referral basis within clearly defined markets; developing and maintaining long-term relationships with clients and listening empathetically, gathering facts, analyzing needs and making responsible recommendations; and expanding personal knowledge and skills through joint work with fellow associates.
- Integrity and strong work ethic
- Entrepreneurial spirit
- Confidence and resiliency
- Interpersonal skills
Additional Information
Choice Makes the Difference
Unlike other insurance and financial services companies that may offer products and services from a single provider, our associates represent many of the industry's leading companies to the consumer. This approach helps our associates find the product that fits a client's needs, rather than fitting he or she into a product. Whether looking for insurance or other financial products, our associate can accommodate each client's unique needs.
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