Make first contact outbound calls to prospective customers to establish a level of interest in life insurance and connect them with an in-house licensed agent to discuss their life insurance needs.
Make outbound calls to prospects to develop an interest in life insurance
Discuss insurance inquiries with clients and match them with an in-house State Licensed Agent
Enter information of prospects solicited into database system.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Clear phone voice
- Strong Customer Service Skills
- Effective organizational and prioritization skills
- Ability to work both independently and as part of a team
- Results Oriented and goal driven
Intermediate knowledge of Microsoft Office
Strong ability to effectively communicate to customers
Ability to effectively establish rapport, present information and respond to questions from managers, clients, customers and the general public
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Specific vision abilities required by this job include close vision and ability to adjust focus to read a computer screen and various documents. While performing the duties of this job, the employee is frequently required to sit and use hands and fingers for keyboarding or similar use of hands.
The employee is frequently required to talk and hear.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Work is performed in a typical office environment. The noise level is usually moderate.
Efinancial Insurance Services - 17 months ago