Care, sell, quote close – provide education to customers and prospects as to possible solutions to customer needs.

License Requirements:

2-20 or 4-40 (2-20 Preferred)

Essential Functions

• Complete daily activity log each morning, deliver to agency principal


• Provide new business log to Agency Owner at end of each day


• Enter all financial services follow-ups into eAgent (or other system) each day


• Contact customers to obtain and verify appointments