Financial Advisor at Tangerine Life

• We are looking for a competitive Insurance Agent to generate new business by contacting potential customers.
• You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.
• The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation.

Responsibilities

• Develop marketing strategies and promote all types of 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, cold calling, using referrals etc.
• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
• Work with clients to deliver risk management strategies that fit their risk profiles
• Report the progress of monthly/quarterly initiatives to stakeholders
• Maintain bookkeeping systems, database and records
• Monitor insurance claims to ensure mutual satisfaction
• Achieve customer acquisition and revenue growth objectives
• Constantly update job knowledge and learn about new products and services
• Fulfill all policy requirements

Requirements and skills

• Proven working experience as an Insurance Agent or relevant experience
• Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc.)
• Basic computer knowledge and statistical analysis
• 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
• BS degree