10/08/2020
Life Insurance Agent Responsibilities:
Provide advice to clients and recommend insurance products.
Provide intermediary services between insurance companies and clients.
Provide good customer service to maintain and retain clients.
Expand customer base.
Interview prospective clients to gather data about them.
Sell life policies that payout on death.
Sell annuities that pay an income at retirement.
Analyze the client’s current portfolios and make recommendations.
Assist clients during the claims process.
Maintain electronic and paper records.
Life Insurance Agent Requirements:
Degree or Diploma in Financial Services or related.
Must be licensed in the state where you work.
Accredited with the Financial Industry Regulatory Authority (FINRA).
Possess excellent communication skills.
Display good analytical skills.
Provide excellent customer service.
Possess excellent selling skills.
