Sentences with phrase «insurance sales functions»

A. being honest and trustworthy B. being qualified to perform insurance sales functions C. using good moral judgment and acting in good faith D. understanding how first year commissions are beneficial

Not exact matches

Our global sales function connects Morgan Stanley's resources with our institutional clients, such as banks, insurance companies, hedge funds, money managers, pension funds and mutual funds.

Travel Guard performs the administration, marketing, sales, underwriting, claims, and customer service functions for its travel insurance plans and emergency travel assistance services.

Traditional Insurance is closer to Protection: Right from the sale when the premium is a function of the sum assured to the bonus declaration which also adds to increased growth of protection component within the policy, traditional insurance is closer to protection than ULIPs wherein protection element of the policy, in most cases is more or less constant or subject to vagaries of the market and fuInsurance is closer to Protection: Right from the sale when the premium is a function of the sum assured to the bonus declaration which also adds to increased growth of protection component within the policy, traditional insurance is closer to protection than ULIPs wherein protection element of the policy, in most cases is more or less constant or subject to vagaries of the market and fuinsurance is closer to protection than ULIPs wherein protection element of the policy, in most cases is more or less constant or subject to vagaries of the market and fund value.

The insurance sales representative job description provides detail functions; the duties and responsibilities to expect to be assigned if you are hired to work as an insurance sales representative.

This section tells a lot to the employer about your knowledge of the insurance sales job and what is expected of you, and your ability to function without supervision.

Key Highlights: • Function as a subject matter expert to small business clients with an emphasis on restaurateurs, closing sales of life insurance, fixed and variable annuities, and assets under management.

With ExecutiveTrumpet you can connect with targeted search firms and executive recruiters in 8 regions across the US and Canada covering over 80 job functions and 80 industries, including, Sales, Insurance, Operations and lots more.

With ExecutiveTrumpet you can connect with targeted search firms and executive recruiters in 8 regions across the US and Canada covering over 80 job functions and 80 industries, including, Sales, Software, Insurance, Operations and lots more.

Regional IT Manager • Generate sales of Health and Life insurance products through networking, cold calling, and other tactics • Provide exceptional customer service ensuring client satisfaction, loyalty, and referrals • Design and implement comprehensive marketing and client development initiatives • Oversee billing, budgets, taxes, and other accounting functions

Business Development Management — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while performing technical marketing presentations, overseeing business development functions and both managing and leveraging key business relationships Perform needs - based analyses and situational assessments to position and implement most appropriate services Collaborate in all phases of strategic planning with senior - level management and clients, including budgeting, service strategies, technical considerations, insurance vendor negotiations, revenue projections and industry competition Provide continuous assessment of key markets and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, technical assistance, project management, pricing and industry trends Utilize talent among team members with focused communications and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Employ support staff to aid in effective marketing and technical client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral marketing and the leveraging of cross-sales opportunities Execute marketing and sales strategies and related promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation, cost control and product success Develop and maintain a strong working knowledge of respective products and services and related marketplaces, including regulatory trends, customer demands, home care and infusion considerations, product advances and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions and guidance Act as a liaison between clients, vendors, sales and support staff, and executive management

Professional Experience PHP LLC (Bountiful, UT) 2004 — Present Insert Title • Manage an insurance and financial services office of 35 agents ensuring profitable and professional operations • Responsible for training agents in company protocols and ensuring agent licensure • Oversee acquisition of insurance and financial service providers for client use • Perform full service client portfolio management including financial analysis, planning, and product sales • Oversee client account administration ensuring exceptional customer service and troubleshooting • Consistently exceed revenue goals through effective cold calling, marketing, referrals, and other tactics • Utilize extensive training in employee motivation tactics to build team loyalty and dedication to excellence • Recognized for excellence in management, sales, and customer service • Perform additional client service functions including medical lab scheduling and other logistics as needed