Insurance Advisor
Job Summary
Also known as a Financial Advisor, an Insurance Advisor provides financial advice to clients on retirement planning, investing, and protecting against risks. Insurance Advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis.
To be successful as an Insurance Advisor, you should stay up to date with the latest products and benefits and inform clients of these offerings. Ultimately, a top-notch Insurance Advisor should offer specialized guidance and advice on areas of concern and empower people to live better lives.
Responsibilities:
- 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 for the future.
Requirements:
- Bachelor’s degree in Finance or similar.
- 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.
- Compliance according to state regulations and policies.
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