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Core
Provide tailored insurance products and comprehensive advice to customers to protect their interests and guide them toward a secure future.
Role type
Insurance consultant / Financial advisor
Builds
Customized insurance solutions for individual clients
Domain
Insurance / Financial services
Deliverable
client delivery
Required skills
Insurance product sales, customer relationship management, appointment scheduling, digital advisory tools usage, vehicle driving
Preferred skills
Continuous learning, technical interest in digital systems
Responsibilities
Engage and retain customers, manage customer portfolio growth, build long-term client relationships, schedule and coordinate client meetings (digital or on-site), provide holistic insurance advice via a consulting app