Job Summary: As an Insurance Consultant, you will provide expert advice and guidance to clients regarding their insurance needs. You will assess client requirements, recommend suitable insurance products, and assist in applying. You aim to ensure clients understand their options and find the best coverage for their circumstances.
Key Responsibilities:
- Evaluate clients’ insurance needs through consultations and assessments.
- Provide tailored recommendations for insurance products, including life, health, property, and liability coverage.
- Educate clients about policy details, terms, and conditions.
- Assist clients with the application process and ensure all necessary documentation is submitted.
- Stay updated on industry trends, regulations, and new products to provide informed advice.
- Build and maintain strong client relationships through excellent customer service.
- Conduct periodic reviews of client policies to ensure ongoing suitability and coverage.
- Collaborate with insurance providers to negotiate terms and premiums on behalf of clients.
- Prepare and present reports and recommendations based on clients’ insurance needs.
Qualifications:
- Bachelor’s degree in finance, business, or a related field (preferred).
- Proven experience in sales or consultancy.
- Strong knowledge of insurance products and regulations.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
Benefits:
- Competitive salary and commission structure.
- Professional development opportunities.
- Flexible work schedule.
- health insurance.