THIS IS A COMMISION BASED JOB!

• Initiates contacts with insurance brokers or prospective group clients to determine their group insurance requirements which First Life can serve either as an upgrading of the current coverage or new account;
• Conducts sale presentations to prospective group clients covering topics such as company profile, products and service, schedule of benefits, pooling network system, etc.;
• Responds to queries by correspondence or through emails regarding proposals submitted and new accounts closed subject to concurrence with Dept. Head or Asst. Supervisor for Corporate Sales;
• Prepares regular reports on the status of new accounts development, problems concerning negotiations, account servicing requirements, etc.; may include recommended action plans and timetables pertinent thereto;
• Coordinates with personnel/units concerned to thresh out problems on account administration, underwriting, pricing etc.;
• Gathers data required in the quotation of premiums and submits the same to the Office of the Actuary for pricing;
• Initiates preparation of formed proposal for approval of assistant supervisor for corporate sales or department manager, to prospective clients. If approve, prepares the final copy of the proposal and sent the proposal to prospective client either through agents, brokers or personally hand-carried or via mail.
• Coordinates with Actuarial Team for any client’s request for change in rates, or with Underwriting Department for any underwriting concerns.
• Prepares benefits orientation materials including brochures.
• Conducts Benefits orientation as requested by the clients.
• Attends conferences/seminars to increase business opportunities/development.
• Tap and establish new partnerships with brokers; general agencies and other distribution channels for group insurance plans.
• May perform other duties of similar complexity within the department or portions of the work of higher classified positions, as maybe assigned from time to time.

• High School Graduate or College Undergrad
• Good written and oral communication, negotiations.
• Okay with a WFH
• Commission based type
• Willing to take a Licensure Exam for Financial Advisors
• LOMA courses preferred but not required