Insurance Advisor
Full-time
Leadway Assurance
Insurance Advisor. Key Responsibilities of an Insurance Advisor: Understanding Client Needs: Exploring clients' insurance requirements and financial goals. Providing Expert Advice: Recommending suitable insurance policies based on individual circumstances and risk tolerance. Assisting with Applications: Helping clients navigate the application process and answer questions about policies. Reviewing and Updating Policies: Ensuring policies remain appropriate for changing needs and notifying clients of changes. Maintaining Records: Accurately documenting client interactions and sold policies. Generating Business: Actively seeking out and securing new clients. Building Relationships: Maintaining strong relationships with both clients and insurance companies.
Vacancy posted a month ago
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