Insurance Advisor
Job Description
Meeting with clients.Offering specialized financial guidance and advice.Completing financial needs analyses.Creating and explaining customized plans.Utilizing knowledge of tax investment strategies.Assessing clients' financial portfolios.Analyzing clients' risk.Encouraging clients to invest in the future.Required Knowledge, Skills, and Abilities
- a license issued by the state board.
- cfp certification preferred.
- strong verbal and written communication skills.
- a professional appearance.
- on-going training in the latest products and benefits.
- attendance at product launches and seminars.
- complian
Education + Experience
- Qualification: Bachelor's degree
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