Banking Advisor

Client Assessment and Consultation:

>Talk with clients to learn their financial goals

>Review a client's risk level and current assets

>Suggest the best life, health, or property coverage

>Policy Sales and Documentation

>Explain policy terms, benefits, and exclusions

>Help clients fill out proposal and application forms accurately

>Process new policy purchases through the insurer

>Ongoing Customer Support and Claims

>Guide clients through annual renewals and policy updates

>Assist customers and nominees during the claims settlement process

>Keep accurate and updated records of client files