Part-Time Insurance & Estate Planner

Develops a 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 to community groups on the subject of financial well-being. • Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining the extent of present coverage and investments; and ascertaining long-term goals. ...