-Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
-Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
-Determines clients’ particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
-Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
-Obtains underwriting approval by completing application for coverage.
-Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
-Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
-Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
-Experience in same field for atleast 2 years.
? Ability to provide courteous, knowledgeable and professional customer service both in
person and on the telephone.
? Strong skills operating a personal computer including Microsoft Word, Microsoft Excel,
Microsoft Outlook and navigating the internet.
? Ability to perform accurate data input into a variety of software.
? Knowledge of loan processing practices, methods and procedures.
? Knowledge of Commercial, Real Estate and Consumer loan files and documents.
? Ability to assume responsibility, display initiative, exercise good judgment and make and
act upon decisions with minimal supervision
About the Company
Vistas is a multifaceted company that provides solutions and services in the field of human capital, technology and business process outsourcing.
As a company we focus on innovation and transformational excellence. We help our clients transform their operations through efficiency, service quality augmentation and in turn driving organizational profitability.
We provide comprehensive solutions in HR Services, Facilitation Services and Technology Services.