Job Description
Key Responsibilities
1. Conduct financial needs analysis to understand clients' financial goals, priorities, and current situation.
2. Assist clients with policy applications, documentation, and claims-related concerns.
3. Generate new clients through referrals, networking, digital marketing, and social media.
4. Attend product training, coaching sessions, and professional development programs.
1. Conduct financial needs analysis to understand clients' financial goals, priorities, and current situation.
2. Assist clients with policy applications, documentation, and claims-related concerns.
3. Generate new clients through referrals, networking, digital marketing, and social media.
4. Attend product training, coaching sessions, and professional development programs.
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