Insurance Advisor

Insurance Advisor. Key Responsibilities of an Insurance Advisor : Understanding Client Needs : Exploring clients' insurance requirements and financial goals. Providing Expert Advice : Recommending suitable insurance policies based on individual circumstances and risk tolerance. Assisting with Applications : Helping clients navigate the application process and answer questions about policies. Reviewing and Updating Policies : Ensuring policies remain appropriate for changing needs and notifying clients of changes. Maintaining Records : Accurately documenting client interactions and sold policies. Generating Business : Actively seeking out and securing new clients. Building Relationships : Maintaining strong relationships with both clients and insurance companies.