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National Agents Alliance Work Values

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Daily Duties at National Agents Alliance:

-Calling and setting appointments from leads -Answering preliminary questions regarding insurance/financial products to set appt. -Intake of underwriting and financial information for selection and structuring of insurance/financial products to fit potential client's needs -Running quotes -Travel to client for sales presentation -Giving presentation -Closing sales when applicable to clients' needs -Filling out applications -Setting paramedical exams for underwriting -Follow-up with clients regarding underwriting process -Gathering all underwriting requirements such as APS's for case approval -Working with insurance company to expedite underwriting needs for approval of applications -Delivery of policies as needed to strengthen client/agent relationship and placement of rated policies -Gathering referrals for new production -Servicing existing clients with administrative policy changes -Adding/cross-selling additional insurance/financial products with existing policyholders -Anticipation of clients needs through contacts of conversions and additional product add-ons -Managed agents, conducting training and informational conference calls, motivation of agents in my hierarchy -Handled administrative and contractual needs for agents, as well as my own corporation as an independent contractor.


What they like about National Agents Alliance:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.



Information about National Agents Alliance


Company Rank: Not Available

Average length of employment : 4 years

Average salary of employees: $100,000

These are some of the questions we asked our climbers about their experiences with National Agents Alliance:

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Were your performance expectations clearly communicated?

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Were you recognized for meeting or exceeding expectations?

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Did you feel like your personal contribution was important?

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Was your career path clearly outlined and discussed?

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I would recommend this as a place of employment.
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I believe in the purpose of this organization.
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I would work for this organization again.
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I feel employees are fairly compensated.
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Climbers who worked at National Agents Alliance had these interests:

Magazines
Psychology Today Current information about field of Psychology. Includes news, studies, new theories, and related literature about this area of study.
California Broker News and important information about the health, life, long term care, disability, and annuity sales industry. Includes product information, political and legislative processes that affect advisors in this field, and sales related techniques and articles
Life Insurance Sales All product, legislative, sales, and trends information related to the field of life insurance sales.


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