Health Insurance Advisor | Scrabble & Jigsaw

Posted on 14-09-2023

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.