• Assists Clients With Filing Insurance Claims
• Explain Financial Information To Customers
• Thoroughly Researching And Analysing Insurance Policies
• Assists Clients With Filing Insurance Claims
• Develop Marketing Plans Or Strategies
• Building And Maintaining Clientele
• Prospecting for new Clients
• Fulfill All Policy Requirements
• Processes Insurance Policy Renewals
• Studying The Risk Profile Of Clients

Provide financial guidance and insurance products to clients, while also ensuring compliance and maintaining accurate records. 

Core Responsibilities:

• Financial Planning & Advice: Meeting with clients to understand their financial goals, assessing risk tolerance, and developing personalized financial plans. 
• Insurance Sales: Presenting various insurance products and services to potential and existing clients, helping them choose coverage that meets their needs. 
• Risk Management: Evaluating client risk profiles and recommending appropriate insurance solutions for risk mitigation. 
• Compliance: Ensuring adherence to all relevant insurance and financial regulations. 
• Client Relationship Management: Building and maintaining strong relationships with clients to foster loyalty and referrals. 
• Record Keeping: Maintaining accurate records of client information, policies, and transactions. 
• Policy Processing: Assisting clients with policy applications, renewals, and adjustments. 
• Claims Assistance: Providing support to clients during the claims process. 
• Business Development: Developing strategies to attract new clients and increase sales. 
• Reporting: Preparing reports on sales performance, client acquisition, and other relevant metrics. 

Essential Skills:

• Strong Communication Skills:
• Ability to clearly explain complex financial concepts and insurance products. 
• Analytical Skills:
• Ability to assess financial situations, evaluate risks, and make sound recommendations. 
• Sales and Persuasion Skills:
• Ability to effectively market insurance products and build trust with clients. 
• Customer Service Skills:
• Ability to handle client inquiries, resolve issues, and provide excellent service. 
• Technical Skills:
• Familiarity with insurance products, financial planning software, and industry regulations. 

Key Considerations:

• Insurance Licensing: Obtaining the necessary licenses to sell insurance products in the relevant jurisdiction is a prerequisite for this role. 
• Continuing Education: Staying up-to-date with industry trends and regulations through ongoing education is essential for success. 

• 5- 10 years of experience
• Bachelor's degree required