Financial Advisor - Life and Health
Core
Advise individuals, families, and business owners on life, health, and income protection cover while managing client portfolios and reviewing existing cover.
Role type
Financial Advisor (Life and Health)
Builds
Client relationships and insurance portfolios
Domain
Insurance (Life and Health)
Deliverable
client delivery
Required skills
Life and health insurance advisory, client portfolio management, needs analysis, claims support, application preparation, business development
Preferred skills
Community networking, proactive business development