Financial Services Representative (Short Form)

Product Description

The Financial Services Representative solution is for senior-level professional positions in the insurance industry that sell life insurance to businesses and individuals on behalf of insurance companies. Sample tasks for this position include, but are not limited to: calling on policyholders to deliver and explain policies or suggest additions or changes; calculating premiums; customizing insurance programs to suite individual customers; seeking out new clients and developing clientele by networking; ensuring policy requirements are fulfilled; and conferring with clients to obtain and provide information when claims are made on a policy. Potential job titles that use this solution are: Life Insurance Sales Professional, Insurance Sales Agent. Multiple configurations of this solution are available.

Product Summary

Industries	Banking/Finance, Insurance
Propositions	Volume, Professional
Languages	English (USA)
Completion Time	50 minutes
Competencies