Meet with clients: Meet with clients to understand their financial situation and needs.

Provide quotes: They provide rate quotes and coverage recommendations.

Assist with applications: They help clients complete applications and other paperwork.

Deliver documents: They deliver policy and plan documents.

Follow up with clients: They follow up with client accordingly.

Generating maximum business: The first role of the insurance advisor is to generate as much new business for the insurance company as possible. This can be achieved by selling the maximum number of policies to his/her clients. An insurance advisor, therefore, should approach as many individuals as possible and try to position the company’s insurance policies in the individual’s financial needs if possible.

Promoting the insurance company: Another role of the insurance advisor is to promote the insurance company with which he/she is associated. Only when customers trust an insurance company would they buy the company’s policies. The advisor should, therefore, build a positive brand image of the insurance company in the eyes of his/her clients and improve the company’s goodwill.