Financial Service Representative

Type of test: Solutions - Insurance
Who do you want to test?: Professional
Purpose: Skills

The Financial Services Representative solution is for senior-level professional positions in the insurance industry that sell life insurance to businesses and individuals on behalf of insurance companies. Sample tasks for this position include, but are not limited to: calling on policyholders to deliver and explain policies or suggest additions or changes; calculating premiums; customizing insurance programs to suite individual customers; seeking out new clients and developing clientele by networking; ensuring policy requirements are fulfilled; and conferring with clients to obtain and provide information when calims are made on a policy.

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