- sell insurance policies to clients: the primary responsibility of an insurance advisor is to sell various insurance policies to clients based on their needs and financial situation.
- provide advice on insurance options: insurance advisors should be knowledgeable about different insurance options available in the market and provide advice to clients on the best policies for their specific needs.
- build and maintain client relationships: it is important for insurance advisors to build strong relationships with clients to ensure repeat business and referrals.
- develop a sales strategy: insurance advisors should develop a sales strategy to meet targets and increase sales of insurance policies.
- collaborate with team members: working as part of a team is essential for insurance advisors to ensure smooth operations and achieve team targets.
skills and expectations:
- strong communication skills: insurance advisors should have excellent communication skills to effectively explain insurance policies to clients and build relationships.
- sales skills: a successful insurance advisor should have strong sales skills to convince clients to purchase insurance policies.
- knowledge of general insurance: it is essential for insurance advisors to have a good understanding of general insurance products and their benefits.
- team player: insurance advisors should be able to work well with team members to achieve common goals and targets.
- ability to work independently: while working in a team, insurance advisors should also be able to work independently and manage their time effectively.