As a insurance advisor, you would be the link that connects us with the customers. Your primary responsibility would be to provide life insurance services. As our insurance advisor, you are in a unique position where both, the customer and we put our faith in you.

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.

Skills:

Strong verbal and written communication skills.

A professional appearance.