Responsibilities include selling insurance policies, assessing client needs, and providing tailored solutions.... Must maintain knowledge of various insurance products and regulations. Build and maintain strong client relationships through...
, insurance, and retirement strategies. Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance...
, insurance, and retirement strategies. Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance...
. We offer financial solutions such as insurance and investment plans under Pru Life UK. Get a chance to be exposed to management.... Developing and presenting financial solutions such as insurance and investment plans. There is also a potential promotion...
Assess clients' insurance needs and provide tailored solutions. Explain policy details and benefits to clients...
Provide financial advice to clients on insurance, savings, and budgeting. Analyze personal financial data and create...
Develop and maintain relationships with clients to understand their insurance and investment needs. Provide expert... guidance on various insurance products and policies based on client's needs. Assist clients in completing applications...
Provide clients with information on various insurance policies. Assess clients' needs and recommend suitable coverage...
insurance and investment products. 2. Product Presentation and Recommendations: Based on the needs assessment, agents present... suitable financial solutions, including life insurance policies, health coverage, and investment-linked products. They provide...
on financial planning, investments, insurance, and other financial solutions. Your role is to understand each clients unique.... Financial Planning and Advisory: *Develop customized financial plans for clients, including savings, investments, insurance...
on financial planning, investments, insurance, and other financial solutions. Your role is to understand each clients unique.... Financial Planning and Advisory: *Develop customized financial plans for clients, including savings, investments, insurance...
Sales for insurance and membership etc. Handling phone inquiries, walk-in clients, in social media, encoding...
Develop and maintain client relationships Assess clients' insurance needs and advise on appropriate coverage Provide...
and complaint management experience. Experience in insurance or financial services is a plus Customer-oriented with a strong focus...
. Candidate must have atleast 1 year of experience with U.S. retirement plans (e.g., 401(k), annuities, life insurance), including...
The Group Sales Officer or Corporate Sales Executive is responsible for acquiring New Business corporate accounts within their designated area according to prescribed sales target on a quarterly or/and annual basis to contribute to the goa...
Our company Black Orcas, is looking for fresh graduates who'd like to explore the career of being a financial advisor. Be part of our newest program - Fast track to Entrepreneurship! Understanding the financial situation, goals, values, a...
We are looking for individuals with entrepreneurial experience who are seeking extra income and a purposeful side hustle. The main task is to expand base of individual and corporate clients by developing individualized solutions for future...
for our insurance agents so they can work faster and close more deals Phase 2 - Recruiting Automation Help automate our agent...JOB OVERVIEW About the Opportunity We're a fast-growing life insurance agency looking for a sharp, technically...