Of course, all quotes are subject to
underwriting by the life insurance
company, and final prices may
vary based on your medical history, driving record, lifestyle and many other factors.
Of course, all quotes are subject to
underwriting by the life insurance
company, and final prices may
vary based on your client's medical history, driving record, lifestyle and many other factors.
Because the life insurance that is offered through Esurance is done so
by various insurance carriers, the products, rates, and the time that is required to purchase a policy (such as
underwriting procedures) can
vary from one
company to another.
Company availability, policy terms and conditions, and coverage may
vary by state and between each of these
underwriting companies.
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage
varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention
by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business
underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to
company goals Represent
company brand with poise, integrity, and positivity