Life Insurance Professionals

Toronto|Vaughan, Ontario, Full time

Life Insurance Agent Responsibilities:

  • Provide advice to clients and recommend insurance products.
  • Provide intermediary services between insurance companies and clients.
  • Provide good customer service to maintain and retain clients.
  • Expand customer base.
  • Interview prospective clients to gather data about them.
  • Sell life policies that payout on death.
  • Sell annuities that pay an income at retirement.
  • Analyze the client’s current portfolios and make recommendations.
  • Assist clients during the claims process.
  • Maintain electronic and paper records.

Life Insurance Agent Requirements:

  • Degree or diploma in financial services or related.
  • Must be licensed in the state where you work.
  • Accredited with the Financial Industry Regulatory Authority (FINRA).
  • Possess excellent communication skills.
  • Display good analytical skills.
  • Provide excellent customer service.
  • Possess excellent selling skills.
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