Financial Advisor Commercial Insurance (Sales)

Financial Advisor Commercial Insurance (Sales)

Key Responsibilities

• Identify and target potential commercial clients through prospecting, networking, and referrals
• Assess client needs and offer suitable commercial insurance and financial solutions
• Prepare and present proposals, quotes, and product options
• 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
• Meet or exceed sales targets and performance metrics
• Maintain accurate client records and reporting on CRM systems
• Collaborate with underwriting, claims, and support teams to ensure client satisfaction
• Conduct policy reviews and risk assessments for new and existing clients

Qualifications and ...