INSURANCE ADVISER

Responsibilities

• Insurance Adviser or Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments.
• Talking to clients to determine their expenses, income, insurance coverage, financial objectives or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.