This is what you can expect from us: You will be the first point of contact for your clients regarding all questions about insurance, finance, and retirement planning. You will manage an established client base and expand your portfolio by acquiring new clients. You will conduct consultations in person at the client's location, via video call, or by telephone. You will work closely with your team and receive additional support from our specialists.
Responsibilities
This is what you can expect from us: You will be the first point of contact for your clients regarding all questions about insurance, finance, and retirement planning. You will manage an established client base and expand your portfolio by acquiring new clients. You will conduct consultations in person at the client's location, via video call, or by telephone. You will work closely with your team and receive additional support from our specialists.