Note: The job is a remote job and is open to candidates in USA. Surface Financial Group is seeking compassionate individuals to join their team as Medicare Insurance Agents. The role focuses on developing marketing strategies, building client relationships, and providing tailored insurance solutions to meet customer needs.
Responsibilities
- Develop marketing strategies and promote new insurance contracts or suggest additions/changes to existing ones
- Breed productive relationships to create a pool of prospective clients from various sources by networking, using referrals and leads
- Evaluate individual customers’ needs and financial status and propose protection plans that meet their criteria
- Report the progress of sales initiatives
- Maintain database systems
- Achieve customer acquisition and revenue growth objectives
- Constantly update job knowledge and learn about new products and services
- Fulfill all policy requirements
Skills
- Life and Health Insurance License
- Ability to certify to sell Medicare and ACA insurance products
- Basic computer and software knowledge
- Proven ability to work with goals
- Demonstrated ability to communicate, present, influence and sell effectively
- Experience in delivering client-focused solutions and in creating long-lasting relationships
Company Overview
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