Health Insurance Advisor | Scrabble
Posted on September 14, 2023
Job Description
- Providing financial advice to clients on Health Insurance Protection.
- Generating leads, meet with the clients, complete a financial need analysis, and present them with customized financial proposals.
- Meeting with the 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.
- Analysing clients' risk. -Encouraging clients to invest in the future.