insurance (e.g., term life, whole life, universal life).
Analyzing clients’ financial needs to determine suitable policy options.
Providing quotes and explaining policy terms, premiums, and benefits.
Assisting with applications and managing the underwriting process.
Maintaining client relationships and offering policy reviews or updates over time.
Staying up to date on insurance laws, products, and market trends.
Skills and Traits:
Strong interpersonal and communication skills
Knowledge of financial planning
Trustworthiness and ethical conduct
Sales and negotiation abilities
Attention to detail and strong organizational skills