• Develop and maintain relationships with clients to understand their insurance needs.
• Advise clients on various insurance products and policies suitable to their financial goals.
• Assist clients in filing claims and managing their portfolios.
• Stay updated on industry trends and changes in insurance regulations.
• Promote and sell insurance products to expand the client base.

Requirements

• Educational Qualifications: Bachelor’s degree in Business, Finance, or a related field.
• Experience Level: 1–3 years of experience in insurance sales or financial services.
• Skills and Competencies: Strong interpersonal and communication skills.
• Skills and Competencies: Proficiency in wealth management and stock trading.
• Qualities and Traits: Motivated, self-driven, and customer-oriented.
• Responsibilities and Duties: Ability to work independently and as part of a team.
• Working Conditions: Fast-paced environment with the potential for flexible hours.