Life Insurance Broker
- Conduct needs assessments to understand clients' financial goals and challenges.
- Educate clients on life insurance and other relevant options, explaining benefits, risk coverage, and policy features.
- Present and explain policy options from a range of carriers, tailoring solutions to fit clients' unique circumstances and budgets.
- Help clients complete applications, and submit them electronically to carriers.
- Provide ongoing customer service, build and maintain client relationships, and handle inquiries.
- Ensure all business and paperwork meet legal requirements, and manage policy renewals.
- Utilize a lead system that provides warm leads, so agents spend more time meeting with clients, and less time prospecting.
- Conduct appointments to go over options, and secure applications.
