Help individuals, businesses, and families select the most appropriate policies for health, life, and properties.
Sell policies that protect individuals and businesses from
financial loss resulting from automobile accidents, fire, theft, storms,
and other events that can damage property.
Pay beneficiaries when policyholders die.
Sell annuities for retirement income
Advise clients on how to minimize risk.
Maintain regular contact with clients.
Answer questions and make changes to existing policies.
Seek out leads and new clients.
Maintain reports and records of insurance policies.