Jul 2015 - Present
Chris Hernandez American Income Life
I schedule times to come to the client's home and discuss their policies and if the need benefits I sign them up.
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Called 60-100 warm leads each week to expand client base.
Compiled coverage and rating information in an accessible format.
Prepared necessary paperwork to process insurance sales and renewals.
Submitted up-to-date activity and production logs to agency management for review.
Pursued continuing education and training programs to continue professional development.
Followed up with potential clients regarding online information requests.
Presented and clearly explained insurance policy options to clients based on their needs and goals.
Researched coverage and premium options and supplied clients with the best coverage available.
Promoted client retention through high-quality service and follow through.