Insurance Sales Job Description

The job of an insurance salesman is one that is very clearly defined and has a lot of important responsibilities. Get an insurance sales job description with help from an insurance agent who specializes in life insurance, annuities and financial planning in this free video clip.

Part of the Video Series: Insurance Sales Techniques

Video Transcript

Hi. My name is David Alemian. I've been a life insurance agent for over 16 years. I'm also a life insurance agent recruiter, and a life insurance agent trainer. Today, I'm going to give you an insurance sales job description, and there are seven key points. One: you are prospecting, for lead generation. Marketing. You want to develop three ways to prospect and market your business. Two: you'll be on the phone, setting appointments, because the more appointments you make, the more sales you make. And the more phone calls you make, the more appointments you'll make. Three: you'll be on the phone with insurance companies, talking to the underwriting department, or talking to the new business department. Four: you'll be interviewing prospects to help determine their needs. You'll use what's known as a fact finder. It's a list of questions that gives you a good overall financial snapshot of that particular person. And then after you go through your fact finder, you in many cases will set a second appointment where you will go back and present a solution to your prospect. Six: you'll be attending training sessions to learn about new products and techniques. You'll attend training sessions that are all about the insurance products, or all about insurance sales techniques, or a combination thereof, but training is an ongoing part that never ends for a good sales professional in the world of insurance. And finally, number seven: you'll work with computer illustration software, and every insurance company will have their own particular type of software, so you'll have to learn many different types of software. Most of them are pretty similar, and once you get the hang of one, learning the others is pretty easy and pretty quick. So there's a general job description, and most importantly, finally, you're someone who helps, who wants to help people who have a problem, because insurance is a tool that's used to sell certain problems, used to solve certain problems. My name is David Alemian. Always put the best interest of your client first. Thank you for watching this video. Have a great day.

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