Insurance advisors utilize their expertise in insurance policies and organizations to evaluate, recommend, and sell plans to clients or companies based totally on their needs. This process involves speaking with clients to assess their current situation, researching products to fit the customer’s needs, processing paperwork, and making sure existing customer data is up to date.
Insurance advisors can work both full time or part-time in an office environment, although there is potential to work from home. This job is appropriate for people who have experience in sales, have strong customer support skills, are analytical, and have basic computer skills. They also receive a number of perks that are on par with government employees.
Insurance Advisor Job Responsibilities:
- Provides service to clients’ changing insurance needs by selling life, health, and disability insurance.
- Establishes productive working relationships with clients.
- Develop a base for long-term sources of clients.
- Compiles list of prospects.
- Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
- Ascertains clients’ long-term goals.
- Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.