Financial security advisor, Life and health insurance
Core
Sell and provide advice on life, health, disability, and critical illness insurance products while analyzing client needs to recommend personalized financial security solutions.
Role type
Individual financial security advisor (insurance)
Builds
Life and health insurance policies, retirement savings plans, and segregated funds for individual and group clients.
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Insurance product knowledge, client needs analysis, relationship management, regulatory compliance, sales strategy
Preferred skills
Industry trend monitoring, business development, service quality improvement
Technologies
CRM systems, telemedicine platforms, insurance brokerage tools
Responsibilities
Sell and advise on life, health, disability, and critical illness insurance; assess customer satisfaction and improve service quality; act on business opportunities to help clients reach financial goals; monitor industry trends to identify new products and opportunities.
Seniority
Entry-level to Mid-level, hands-on IC