Insurance Sales Agent /Tax Professional
CEBALLOS TAX SERVICES INC
Job Description
Job Description
Job Title
Insurance Sales Agent
Job Summary
- Sells insurance to new and current clients.
General Accountabilities
- Compiles lists of prospective clients.
- Contacts prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
- Calculates and quotes premium rates for recommended policies.
- Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program, or to make changes in beneficiaries.
- Collects premiums from policyholders and maintains record of payments.
- Helps policyholders settle insurance claims.
- Anticipates future needs and calls on established clients to renew and upgrade accounts.
- Develops long-term relationships with clients and underwriters.
- Offers comprehensive financial planning.
- Sells securities.
- *The company reserves the right to add or change duties at any time.
Job Qualifications
- Education: Bachelor’s degree
- Experience: 3-5 years of related experience; or equivalent combination of education and experience
Skills
- Excellent verbal and written communication
- Active listening
- Critical thinking
- Service orientation
- Negotiation
- Persuasion
Liberty Tax is one of the leading tax preparation franchises, offering millions of customers more than just help with their taxes. The company has transformed the seasonal, tax-only model to one that operates year-round by offering services such as loans, bookkeeping, credit repair and tax debt resolution. With innovative products, technology and marketing, Liberty Tax offers a turn-key path to success
Company Description
Liberty Tax is one of the leading tax preparation franchises, offering millions of customers more than just help with their taxes. The company has transformed the seasonal, tax-only model to one that operates year-round by offering services such as loans, bookkeeping, credit repair and tax debt resolution. With innovative products, technology and marketing, Liberty Tax offers a turn-key path to success
Vacancy posted 6 days ago
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