High Net Worth Insurance Agent

Apply by eMail:15346736.185@jobfrenzy1.com

Description:
ESSENTIAL DUTIES and RESPONSIBILITIES:



* Provide professional consulting / advisory services and solutions to clients through the development, delivery and implementation of financial planning: (estate, tax, insurance, option, investment, retirement).

* Develop proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create planning strategies and opportunities for high net worth client base.

* Devotes time prospecting and selling new insurance benefits and selling additional coverage to existing clients consistent with set goals.

* Gathers data for quotes and prepares quote request submissions; analyzes marketing summary/order presentation spreadsheets and presents proposals; completes application for new business submissions.

* Maintains existing book of business.

* Reviews, markets, and delivers renewals as needed; processes and reviews plan amendments.

* Keeps current with carriers, products and applicable legislation.

* Pursues professional studies and maintains a familiarity with trends in the industry and with new insurance products.

* Must be able to profile clients and then articulate complex concepts, in an understandable way and converse with clients and their advisors convincingly.

* Plays a major role in the sales process in acquiring significant relationships.

* Acts as backup for department personnel as necessary.

* Performs other duties as assigned.



SUPERVISORY RESPONSIBILITIES: May be responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

Requirements:


Education: Not Specified

Experience: Not Specified

Travel: None

Apply by eMail:15346736.185@jobfrenzy1.com

Job Created: Wed Oct 28 2009 04:27:15 AM
Last Modified: Wed Oct 28 2009 04:27:15 AM