works with individuals and businesses to guide them in making budgetary, savings and investment decisions.
They need good communication and interpersonal skills in addition to financial knowledge
Provide service to clients’ changing insurance needs by selling Prudential products and services: life, health, and disability insurance
Create and maintain good rapport with clients by offering good quality services for repeat business and referrals
Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist customer in choosing the right financial plan •
Focus on customer-relationship
Engage and interact with customer face to face
Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments