Educate clients on the features, benefits, and risks associated with various financial products and services to help them make informed decisions.
Negotiate terms and conditions of financial transactions, such as pricing, fees, and contract terms, to ensure mutual satisfaction and agreement.
Follow up with clients to provide ongoing support and assistance, address any issues or concerns, and cross-sell additional products and services as appropriate.
...
Quote Generation: Provide clients with insurance quotes, explain policy terms and conditions, and answer any questions or concerns they may have.
Underwriting Assistance: Assist clients in completing insurance applications and provide any necessary information to underwriters for policy approval.
Policy Maintenance: Maintain client records, process policy changes, and handle policy renewals to ensure continuous coverage.
...