Meet with prospective clients to understand their insurance needs and financial goals.
Educate clients on various life insurance products including term, whole, and universal life policies.
Assess clients' existing coverage and recommend adjustments or new products as necessary.
Customize insurance plans based on a detailed analysis of clients’ current and future needs.
Maintain relationships with existing clients and provide ongoing support and policy reviews.
Ensure all regulatory and compliance standards are met.
Meet or exceed monthly sales targets and business development goals.
Keep up to date with industry trends, new products, and underwriting guidelines.