Financial Advisor

An Insurance Advisor is a licensed professional responsible for identifying, contacting, and selling insurance policies to individuals and businesses to protect them against financial loss.  Core Responsibilities Lead Generation & Prospecting: Identify potential clients through networking, cold calling, referrals, and marketing strategies to build a pipeline. Needs Assessment: Interview prospective clients to evaluate their financial status and specific risks to recommend suitable coverage. Policy Sales & Customization: Present, differentiate, and negotiate insurance plans that match client needs; explain policy terms, deductibles, and exclusions clearly. Client Relationship Management (CRM): Maintain long-term relationships with policyholders, assisting with policy renewals, beneficiary changes, and updates to coverage as life events occur.