Financial & Insurance Consultant

Financial Insurance Consultant Responsibilities:

• Memorizing current insurance packages.
• Reviewing clients' needs to identify suitable insurance packages.
• Gauging prominent risks to ascertain appropriate payment amounts.
• Issuing non-binding insurance quotations.
• Processing clients' valid insurance claims.
• Fielding our clients' queries and recommendations.
• Supporting newly-appointed Insurance Consultants by issuing sound advice.
• Partaking in scheduled and impromptu company events.

Financial Insurance Consultant Requirements:

• High school diploma.
• A Finance-intensive qualification is preferred.
• Demonstrable experience as an insurance consultant.
• Receipt of an insurance consultant license.
• Laudable statistical modeling techniques.
• Ability to utilize digital spreadsheets.
• Fine-tuned interpersonal, problem-solving, and referral capacities.
• Excellent verbal communication skills.
• Well-honed telephone etiquette.
• Availability beyond routine working hours.