I am Insurance and financial consultant of having experience of 20+ years Providing complete financial portfolio planning to over 1000+ families (includes retirement & estate planning, children's education & marriage planning, insurance planning, tax-saving and high-yield investment options, I am specialist in Life Insurance, General Insurance, Mutual Funds and Health Insurance. My Priority is to protect family financially. I fulfill customers future financial dream .
Responsibilities
- Develop and maintain relationships with clients to ensure customer satisfaction
- Analyze clients' current insurance policies and recommend additional coverage
- Prepare and present insurance quotes to clients
- Negotiate terms and conditions of insurance policies
- Process applications for new and existing policies
- Maintain accurate records of client information
- Respond to client inquiries and resolve any issues
- Monitor changes in the insurance industry and adjust policies accordingly
- Educate clients on insurance policies and coverage
- Identify opportunities to cross-sell additional products
- Participate in industry events and conferences
- Develop marketing strategies to attract new clients
Please call me for free consultancy