Core Duties
Needs Analysis: Evaluate a client's income, assets, liabilities, and long-term goals to spot financial vulnerabilities and insurance gaps.
Product Recommendation: Match clients with suitable proprietary or partnered insurance policies, such as life, disability, health, or long-term care coverage.
Retirement & Wealth Planning: Design strategies utilizing insurance vehicles—like annuities or permanent life insurance—to build cash value and secure guaranteed retirement income.
Sales & Lead Generation: Prospect current clients, network, and meet performance quotas by marketing the company's financial and insurance offerings.
Policy Servicing & Claims Support: Guide policyholders through annual policy reviews, adjustments, renewals, and the claims filing process.
Regulatory Compliance: Adhere to state, federal, and industry regulations regarding insurance sales and financial advisory practices.
Pay: ₹15,000.00 - ₹60,000.00 per month
Perks
Versatile schedule
Life insurance
Work from home