- Complete the required training and licensing as per insurance regulations
- Prospect for customers and recommend suitable life insurance plans.
- Earn commissions, renewal income , incentives, and recognition based on performance.
- Generate leads and meet prospective customers.
- Analyze customers' financial and insurance needs.
- Explain policy features, perks, exclusions, and premiums.
- Recruit and onboard agency partners or insurance advisors.
- Train, coach, and motivate advisors on products and sales techniques
- Help advisors generate leads and close life insurance business.
- Assist with policy issuance, renewals, and basic claims support.