Provide advice to clients and recommend insurance products.
Provide intermediary services between insurance companies and clients.
Provide good customer service to maintain and retain clients.
Expand customer base.
Interview prospective clients to gather data about them.
Sell life policies that payout on death.
Sell annuities that pay an income at retirement.
Analyze the client’s current portfolios and make recommendations.
Assist clients during the claims process.
Maintain electronic and paper records.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.