Responsibilities:
Meeting with clients.
Offering specialized financial guidance and advice.
Completing financial needs analyses.
Creating and explaining customized plans.
Utilizing knowledge of tax investment strategies.
Assessing clients' financial portfolios.
Analyzing clients' risk. -Encouraging clients to invest in the future.
Assessing clients’ financial portfolios and analysing risk
Offering specialised insurance advice to clients
Liaising with companies to negotiate competitive insurance premiums
Arranging insurance coverage according to client needs and preferences
Assisting clients in filing insurance claims.
Requirements:
Strong verbal and written communication skills.
A professional appearance.
On-going training in the latest products and benefits.
Attendance at product launches and seminars.
Compliance according to state regulations and policies.