Csr Medical Sales Representative | Csr

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 tocommunity groups on the subject of 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 strategy implementation.

Obtains underwriting approval by completing application for coverage.

Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.