Product Recommendation:
Recommend appropriate insurance products (life, health, property, etc.) that align with the client's needs and financial goals.
Policy Explanation:
Explain the details of insurance policies, including coverage, benefits, exclusions, and costs, in a clear and understandable manner.
Relationship Building:
Establish and maintain strong, trusting relationships with clients to foster long-term partnerships.
Claims Assistance:
Guide clients through the claims process, providing support and information when they experience a covered event.
Industry Knowledge:
Stay informed about new insurance products, regulations, and market trends to provide informed advice.
Sales and Marketing:
Generate new business through marketing activities, networking, and client referrals.