Life Insurance Agent

Work setting

• Work in employer's/client's home
• On-site customer service

Responsibilities

Tasks

• Identify and assess potential institutional, business and individual client markets
• Ensure appropriate forms, medical examinations and other policy requirements are completed
• Establish client insurance coverage, calculate premiums and establish method of payment
• Monitor insurance claims and respond to clients' enquiries
• Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
• Provide customer service

Credentials

Certificates, licences, memberships, and courses 

• Life Licence Qualification Program (LLQP)

Additional information

Security and safety

• Bondable
• Driving record check (abstract)
• Credit check
• Criminal record check

Transportation/travel information

• Willing to travel

Work conditions and physical capabilities

• Attention to detail
• Sitting

Personal suitability

• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Judgement
• Organized
• Reliability
• Team player

Benefits

Financial benefits

• Bonus
• Commission

Other benefits

• Free parking available
• Learning/training paid by employer
• Team building opportunities
• Parking available