PHP Agency - Raul Becerra III

PHP Agency Inc. is a national financial services marketing company with a compelling two-part vision: change the culture and diversity of the insurance industry and build the world’s largest financial services marketing company in history.

https://phpagency.com

We are looking for FT or PT agents.

-Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
-Approach. 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 extent of present coverage and investments; ascertaining long-term goals.
-Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
-Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
-Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
-Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.