Responsibilities:Needs Assessment: Interview prospective clients to evaluate their financial situation, existing coverage, and specific risk gaps.Policy Customization: Design and sell insurance programs (Auto, Home, Life, Health, or Commercial) tailored to client needs.Lead Generation: Actively scout and "warm up" new leads through networking, referrals, and community outreach.Policy Maintenance: Handle renewals, process policy changes, and assist clients
Responsibilities:Needs Assessment: Interview prospective clients to evaluate their financial situation, existing coverage, and specific risk gaps.Policy Customization: Design and sell insurance programs (Auto, Home, Life, Health, or Commercial) tailored to client needs.Lead Generation: Actively scout and "warm up" new leads through networking, referrals, and community outreach.Policy Maintenance: Handle renewals, process policy changes, and assist clients
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