Financial Advisor Commercial Insurance (Sales) […]
Identify and target potential commercial clients through prospecting, networking, and referrals
Assess client needs and offer suitable commercial insurance and financial solutions […]
Build long-term relationships with clients through professional service and periodic reviews
Maintain knowledge of products, market trends, and regulations related to commercial insurance
Ensure compliance with all regulatory requirements and company policies […]
Maintain accurate client records and reporting on CRM systems
Collaborate with underwriting, claims, and...