NovaFi Mortgage, Inc.

Insurance

• Network through various means, including daily sales calls with prospective clients, by introducing the Company, developing a profile, providing a value proposition, and documenting results
• Maintain frequent telephone, email, and marketing-mailer communications with established and previous customers to identify additional business opportunities
• Educate clients on different types of insurance coverage and make recommendations based on their unique needs
• Gather, complete, and maintain insurance documents for easy access while ensuring client confidentiality
• Perform other responsibilities as assigned

Insurance Agent