Insurance Advisor Job Description Template
The Insurance Advisor is responsible for providing advice and guidance to clients on a range of insurance products. The advisor will work with clients to understand their needs and provide them with options that meet their requirements. The advisor will also be responsible for maintaining relationships with insurance providers and keeping up to date with industry changes.
Insurance Advisor Job Responsibilities
- To advise clients on the insurance products that best suit their needs.
- To provide quotes for insurance coverage and explain the features and benefits of each policy.
- To work with clients to tailor an insurance plan that meets their specific needs and budget.
- To review client's existing insurance coverage and make recommendations for improvements or changes.
- To keep abreast of new insurance products and developments in the industry in order to be able to advise clients accordingly.
Objectives
- To increase insurance sales through effective advising and customer service.
- To provide expert advice on insurance products to potential and existing customers.
- To develop strong relationships with customers in order to maintain loyalty and repeat business.
- To consistently meet or exceed monthly sales targets.
- To Stay upto-date on changes in the insurance industry, as well as new products and services offered by the company.
Insurance Advisor Job Skills & Qualifications Needed
- A high school diploma or equivalent is typically required for the role of insurance advisor, although some employers may prefer candidates with postsecondary education. Insurance advisors should have strong communication and customer service skills, as they will be working directly with clients. They should also be detailoriented and able to multitask, as they will often be handling multiple clients at once. Familiarity with computer software applications is also helpful.