- Client Needs Assessment: Evaluate clients' insurance needs and risk exposures through fact-finding and goal identification.
- Policy Recommendations: Suggest suitable insurance products, such as life, health, property, and casualty insurance, based on clients' needs.
- Policy Sales and Servicing: Handle policy sales, assist with claims, and maintain client relationships to ensure high persistency ratios.
- Product Knowledge: Stay updated on industry developments, regulations, and insurance products to provide expert advice.
- Business Generation: Identify new business opportunities, generate leads, and expand the client base