What are the responsibilities and job description for the Insurance Sales Agent position at PRT Financial?
PR Financial is a financial services brokerage focused mainly on assisting seniors with their final expense life insurance.
Responsibilities:
- Meet with clients face to face to deliver information requested on the services offered by Planright Financial
- review current coverage and make recommendations based on the clients potential needs or wishes
- manage the needs of clients within your growing book of business
Skills Required:
- Strong ethical character
- strong social and conversational skills
- determined and consistent work ethic
- coachability
- genuine desire to help people
- sales experience preferred but not required
