Gibbons P.C.

Sales

• Speak with prospective clients who have requested information
• Learn about clients' needs and financial priorities
• Explain available life insurance and living benefit options
• Present solutions based on each client's individual needs
• Build and maintain client relationships
• Follow up with prospective and existing clients
• Assist clients through the application process
• Utilize the training and support system
• Maintain accurate records and follow established requirements
• Use qualified direct-mail leads through the lead program
• Work with products from more than 25 industry-leading carriers

Sales Associate

• Speak with prospective clients who have requested information
• Learn about clients' needs and financial priorities
• Explain available life insurance and living benefit options
• Present solutions based on each client's individual needs
• Build and maintain client relationships
• Follow up with prospective and existing clients
• Assist clients through the application process
• Utilize the training and support system
• Maintain accurate records and follow established requirements
• Participate in the lead program to access qualified direct-mail leads; no cold calling is required
• Work with products from more than 25 industry-leading carriers