- 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.