Personal Insurance Advisor
Core
Client-facing sales role helping individuals find coverage for personal insurance needs (habitational, travel, automobile).
Role type
Personal Insurance Advisor
Builds
Personal insurance policies for individuals
Domain
Insurance
Deliverable
client delivery
Required skills
client engagement, sales lead follow-up, policy processing, sales goal achievement, product knowledge
Preferred skills
Level 2 General Insurance License, industry designations (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)
Technologies
None stated
Responsibilities
Engage with clients to understand and advise on insurance needs, follow up on sales leads and referral prospects, process and conduct renewals, achieve sales and retention goals, maintain high level of product knowledge
Seniority
Entry to Mid-level