Manager - Channel Sales - Insurance (2-5 yrs)
- Provides service to clients- changing insurance needs by selling life, health, and disability insurance.
- Establishes productive working relationships with clients.
- Develops base for long-term sources of clients.
- Compiles lists of prospects.
- Determines clients- particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
- Ascertains clients- long-term goals
Education and Experience Requirements:
- High school diploma or equivalent
- BA in finance, business, economics, or a related field is preferred by many employers
- State license
- Continuing education credits
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