- Provide advice to clients and recommend insurance products.- Provide intermediary services between insurance companies and clients.- Provide good customer service to maintain and retain clients.- Expand customer base.- Interview prospective clients to gather data about them.- Sell life policies that payout on death.- Sell annuities that pay an income at retirement.- Analyze the client\'s current portfolios and make recommendations.- Assist clients during the claims process.- Maintain electronic and paper records. (ref:updazz.com)
updazz .com
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