A financial wealth planner specializing in selling insurance is responsible for helping clients assess their financial goals and risks, and then recommending insurance products that align with their needs. A trusted advisor who helps clients safeguard their financial well-being by assessing risks, recommending insurance solutions, and providing ongoing support and guidance.
Responsibilities
- Financial Assessment: They evaluate a client's financial situation, including income, expenses, assets, and liabilities, to understand their unique financial goals and potential risks.
- Risk Analysis: Identifying potential financial risks, such as health issues, accidents, or unexpected events, and determining the appropriate insurance coverage to mitigate these risks.
- Product Recommendations: Based on the client's financial profile and risk assessment, they suggest suitable insurance policies, including life, health, property, or other types of coverage.
- Customized Solutions: Crafting insurance packages tailored to the client's needs, ensuring that they have adequate coverage without unnecessary expenses.
- Education: Educating clients about the benefits and features of various insurance policies, helping them make informed decisions.
- Policy Management: Assisting clients in managing their insurance policies, including periodic reviews and updates to ensure ongoing alignment with their financial objectives.
- Compliance: Adhering to regulatory requirements and ethical standards in insurance sales.
- Client Relationships: Building and maintaining long-term relationships with clients, offering support and guidance as their financial situations evolve.
- Sales and Networking: Actively marketing insurance products, prospecting for new clients, and expanding their network within the financial planning and insurance industry.
- Continuous Learning: Staying updated on industry trends, policy changes, and new insurance products to provide the most relevant advice to clients.
Qualifications
Any Bachelor's Degree
Open for All Fresh Graduates
Can Communicate in English and Filipino
Company Benefits
Free Ipad
Local and International Travels
Monthly Bonuses
ALL TRAINING IS PROVIDED BY COMPANY
Email your CV here;
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