Producer - Life Advisor - Frost Insurance Agency
External
Frostbank · Austin, TXPrepare for this interview
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Responsibilities
- Achieve objectives established in the annual producer - life insurance sales plan
- Identify potential new business opportunities among current clients and specific target groups, with a focus on promoting life insurance
- Contact prospects for the purpose of providing life insurance quotes and arranging sales appointments
- Assess prospects needs and financial situations to recommend life insurance coverage and solutions
- Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information
- Collaborate with agency colleagues to finalize company submissions and identify potential markets for life insurance coverage
- Conduct client and prospect appointments to discuss life insurance proposals, renewals, and explanations of coverage details
- Take an active role in addressing claims or service issues, participating in their resolution as needed to ensure client satisfaction with their life insurance coverage
- Maintain production reports and attend all sales meeting as required to stay up to date with life insurance sales targets and strategies
- Promote the growth of agency and insurance sector within the community, emphasizing the significance of life insurance
- Stay current with industry advancements by reviewing trade publications and participating in insurance carrier training sessions focused on new life insurance products and developments
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Requirements
- 2+ years' experience in advanced life sales
- Texas General Lines Agents License: Life, Accident, or Health
- FINRA Series 66 (or 63 and 65)
- Excellent written and verbal communication skills, as well as strong organization skills
- Proven ability to pursue and close sales
- Proficiency in Microsoft applications
- Additional Preferred Skills:
- FINRA Series 7
Benefits
Additional Information
Job Description It's about giving people a sense of security. Do you like helping others understand the tools of today? A passionate salesperson with an affinity for helping others and building relationships? Do you have a background in insurance sales and the ability to drive new business? If so, the Producer - Life Advisor role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
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