Health Insurance Advisor | Scrabble & Jigsaw
Posted on September 14, 2023
Job Description
<ul>
<li><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><span style="font-family:"Cambria",serif">Providing financial advice to clients on Health Insurance Protection.</span></span></span></span></li>
<li><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><span style="font-family:"Cambria",serif">Generating leads, meet with the clients, complete a financial need analysis, and present them with customized financial proposals. </span></span></span></span></li>
<li><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><span style="font-family:"Cambria",serif">Meeting with the clients</span></span></span></span></li>
<li><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><span style="font-family:"Cambria",serif">Offering specialized financial guidance and advice.</span></span></span></span></li>
<li><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><span style="font-family:"Cambria",serif">Completing financial needs analyses.</span></span></span></span></li>
<li><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><span style="font-family:"Cambria",serif">Creating and explaining customized plans.</span></span></span></span></li>
<li><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><span style="font-family:"Cambria",serif">Utilizing knowledge of tax investment strategies.</span></span></span></span></li>
<li><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><span style="font-family:"Cambria",serif">Assessing clients' financial portfolios.</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><span style="font-family:"Cambria",serif">Analysing clients' risk. -Encouraging clients to invest in the future.</span></span></span></span></li>
</ul>