Harvard Group International

• Ability to network and develop leads • Use lead lists to establish contact and schedule appointments • Meet with prospective clients • Meet with existing clients to perform annual reviews • Must conduct phone prospecting, face-to-face prospecting and through social media efforts • Conduct sales presentation with the intent of selling an insurance product • Provide claim assistance to clients • Solicit referrals from clients

• Ability to network and develop leads • Use lead lists to establish contact and schedule appointments • Meet with prospective clients in person or virtually • Meet with existing clients to perform annual reviews • Must conduct phone prospecting, face-to-face prospecting and through social media efforts • Conduct sales presentation with the intent of selling an insurance product • Provide claim assistance to clients • Solicit referrals from clients