Insurance Advisor Duties & Responsibilities

The role and function of an Insurance Advisor includes the following duties and responsibilities:

  • Meeting with clients.
  • Offering specialized financial guidance and advice.
  • Completing financial needs analyses.
  • Creating and explaining customized plans.
  • Utilizing knowledge of tax investment strategies.
  • Assessing clients' financial portfolios.
  • Analyzing clients' risk.
  • Encouraging clients to invest for the future.

Note that this is not an exhaustive list of Insurance Advisor duties and responsibilities. Job functions for specific Insurance Advisor roles may vary, depending on the industry and type of employer.

Related

Insurance Advisor Job description

Insurance Advisor Salary in Nigeria

Insurance Advisor Interview questions

Insurance Advisor Cover letter

Insurance Advisor CV

Insurance Advisor Jobs in Nigeria

Similar job descriptions

Cost Analyst job description

Economist job description

Equity Trader job description

Financial Analyst job description

Financial Trader job description

Pension Scheme Manager job description

Risk Analyst job description

Financial Planner job description

Wealth Manager job description

Investment Banker job description

Teller job description

Financial Advisor job description

Investment Executive job description

Credit Specialist job description

Risk Manager job description

Credit Manager job description

Deposit Mobilization Officer job description

Finance Officer job description

Credit Officer job description

Banker job description