Regional Insurance Sales Agent - LA (102)

SBLI USA Mutual Life Insurance Company is a financial services company whose focus is the value-conscious consumer. Our mission is to seek and build long-term enduring relationships with consumers through our people and technology. Our business philosophy blends financial strength and innovation with compassion and citizenship.

We are a growing company with offices in New York City, Newark, NJ, Buffalo, NY, Puerto Rico and Chicago. We are now proud to announce that we will be opening our next location in Los Angeles, California at the end of 2006.

SBLI USA offers an outstanding benefits package. We are an Equal Opportunity Employer.

General Summary
In an energetic and dynamic face-to-face retail sales/service environment, agents will provide education and resources in analyzing the financial needs of new and existing customers in promoting the products and services of S.USA Life Insurance Company, Inc .
Major Duties and Responsibilities
• Analyze and customize insurance programs to suit individual customers needs and requirements
• Sell various types of insurance policies to businesses and individuals on behalf of company through response to inbound and outbound calling
• Meet expectations of policyholders to deliver and explain policy, analyze insurance program and suggest additions or changes, or to change beneficiaries
• Calculate premiums and establish payment method
• Interview prospective clients to obtain data about their financial needs and discuss any existing coverage
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
• Explain and educate about features and advantages of various policies to promote sale of insurance plans
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
• Perform administrative tasks, such as maintaining records and handling policy renewals
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
• Actively participates in all aspects of cross selling and up selling to existing, referral and new customers
• Actively participates in all aspects of customer sales and service activity internally and externally
• Responds to customer sales inquiries and walk-in traffic to our retail Customer Center
• Effectively utilizes all training materials/resources to enhance processing/servicing skills
• Maintains productivity to achieve established service quality, quantity and lead generation goals. REQUIREMENTS
Minimum Qualifications
• Life and Health Insurance License preferred, but not necessary
• High school diploma or equivalent
• Excellent communication, organizational, and interpersonal skills required
• Minimum 3 years of experience in financial, insurance or sales environment
• Proficient with computer applications and technology systems
• Ability to prioritize, handle multiple tasks, maintain prompt follow up and assume ownership to meeting goals and objectives
• Bi-lingual in Spanish desirable