Assist in serving, prospecting, soliciting, and developing and maintaining business relationships with members and clients.
Sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices.
Focus on individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance and life and health insurance claims settlement.
Promote and sell financial security products and services.
Analyze member/client needs and develop personalized solutions.
Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.
Support current and potential members and clients.
Represent the organization and negotiate agreements with clients.