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D M B Solutions Corp Life Insurance Telesales in Houston, Texas

Provide the proper solution for clients with a final expense life insurance plan.Responsibilities and DutiesDevelopibase for long-term sourceiof clients by using leads, referrals, occupational, and special-interest groups to compile lists of prospects.iApproach potential clients by utilizing agency generated web leads; attending community events; making presentations to clients.iDetermineiclients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.iDevelopia coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.iObtainiunderwriting approval by completing application for coverage.iCompleteicoverage by delivering policy; planning future follow-up visits and evaluations of needs.iProvideicontinuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.iProvideideath benefits by delivering policy proceeds; reassessing client needs.iUpdateijob knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations; attending agency training.iEnhanceiinsurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

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