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

Financial Trader job description

Pensions Consultant job description

Financial Advisor job description

Loan Officer job description

Finance Assistant job description

Retail Banker job description

Risk Analyst job description

Finance Officer job description

Collections Officer job description

Credit Officer job description

Investment Consultant job description

Banker job description

Cost Analyst job description

Credit Specialist job description

Economist job description

Financial Consultant job description

Credit Manager job description

Investment Analyst job description

Stockbroker job description

Portfolio Manager job description