About the role
- Help customers in figuring out how much insurance they can afford
- Interview clients to determine their current income, expenses, financial objectives and tax status
- Recommend coverage options, such as term life insurance or permanent life insurance
- Work under direct supervision of development officer and overall guidance and supervision of branch managers
- Help clients complete paperwork about lifestyle habits and any long- or short-term illnesses
- Monitor clients' accounts to determine if changes in coverage are needed
- Help clients plan for specific life altering circumstances, like getting married or having children
Requirements
- Age Criteria: 25 to 60 Years