Licensed Insurance Sales Professional - (Tempe, AZ)

POSITION DESCRIPTION This position is responsible for providing service to clients changing insurance needs by selling health, dental, life and/or supplemental insurance products. Responsibilities Develops base for long:term sources of clients by using referrals, occupational, and special:interest groups to compile lists of prospects. Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company:sponsored gatherings; speaking publicly to community groups on the subject of healthcare coverage. Determines clients particular needs and/or financial situations by scheduling fact:finding appointments; determining extent of present coverage and/or investments; ascertaining long:term goals. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long:term strategy implementation. Completes coverage by delivering policy, planning future follow:up conversations, and evaluations of needs.