Ceballos Tax Services

Job Title
Insurance Sales Agent

Job Summary

• Sells insurance to new and current clients.

General Accountabilities

• Compiles lists of prospective clients.
• Contacts prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
• Calculates and quotes premium rates for recommended policies.
• Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program, or to make changes in beneficiaries.
• Collects premiums from policyholders and maintains record of payments.
• Helps policyholders settle insurance claims.
• Anticipates future needs and calls on established clients to renew and upgrade accounts.
• Develops long-term relationships with clients and underwriters.
• Offers comprehensive financial planning.
• Sells securities.
• *The company reserves the right to add or change duties at any time.

Job Qualifications

• Education: Bachelor’s degree
• Experience: 3-5 years of related experience; or equivalent combination of education and experience

Skills

• Excellent verbal and written communication
• Active listening
• Critical thinking
• Service orientation
• Negotiation
• Persuasion

Liberty Tax is one of the leading tax preparation franchises, offering millions of customers more than just help with their taxes. The company has transformed the seasonal, tax-only model to one that operates year-round by offering services such as loans, bookkeeping, credit repair and tax debt resolution. With innovative products, technology and marketing, Liberty Tax offers a turn-key path to success