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Sales executive

IPCAPITALIST Posted: 3 Month
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  • Help Customer to review and plan accordingly based on their needs (life, health and critical illness protection)

• Educate customers the importance of retirement planning. Plan accordingly to market risk.
• Assist on analyze the problems and provide solutions on doing estate planning.
• Interview prospective clients to get data about their financial resources and discuss existing coverage.
• Explain the features of various policies.
• Analyze clients’ current insurance policies and suggest additions or upgrades.
• Customize insurance programs to suit individual clients.
• Handle policy renewals & claims.
• Generate and process paper and electronic documents.
• Provide financial planning and investment advisory services.
• Research and present investment strategies.
• Develop and execute retirement planning.
• Implement risk management and tax planning strategies.
• Coordinate estate planning.
• Manage client relationships.
• Identify and cultivate new clients.
• Develop and grow a book of business.
• Open, transfer, and manage client accounts.
• Prepare financial policy and procedure documentation.
• Identify financial process improvement.

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