Marketing Officers

About the job

• 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 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 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 annual reviews; processing changes in beneficiary and policy loan applications.