Insurance Consultant

at  PRT Financial

About the Role: We are seeking a skilled life insurance sales representative to cater to our expanding client base. Your primary focus will be understanding their needs and securing the best solutions for their families. Building enduring relationships, fostering growth, and enhancing our firm’s reputation in the market are pivotal to this role.

REQUIREMENTS:

• Preferred experience in insurance or financial services.
• Basic knowledge of insurance plans, programs, and policies.
• Proficient with technology to streamline processes.
• Self-motivated with a proactive approach.
• Strong interpersonal and communication skills.
• Ability to educate and persuade clients effectively.
• High school diploma or equivalent; a degree in Marketing or related field is advantageous.

• Develop and execute effective sales strategies to promote insurance products.
• Cultivate strong customer relationships through face-to-face meetings.
• Gather comprehensive client information to tailor solutions effectively.
• Maintain a thorough understanding of our company’s services, policies, and procedures.
• Adhere to company guidelines and protocols.