Job Summary
The primary focus of this role is to assess client requirements in order to propose customized mortgage protection insurance plans and inform clients about associated living benefits. A significant aspect of the position involves fostering and maintaining trust-based relationships with clients while generating new leads through networking as well as utilizing company resources.
Responsibilities
- Identify clients’ needs and recommend personalized mortgage protection insurance solutions.
- Educate clients about living benefits associated with the insurance products offered.
- Establish and nurture trust-based relationships with clients to ensure their comfort and confidence.
- Generate leads through effective networking strategies and leveraging company resources.
Qualifications
- Candidates must possess or be willing to acquire an active insurance license.
- Strong communication skills are essential for this role.
- A self-motivated, results-oriented mindset is necessary for success in this position.
