Insurance Consultant

Responsibilities:
Meet with clients to discuss their financial goals, concerns, and current financial status.
Analyze clients' financial statements, budgets, and investment portfolios.
Provide recommendations on investments, savings, insurance, and estate planning.
Develop comprehensive financial plans tailored to clients' needs and goals.
Create strategies for retirement planning, tax planning, and wealth management.
Monitor and adjust financial plans as needed based on changes in clients' circumstances or market conditions.
Assess clients' risk tolerance and recommend appropriate insurance products and strategies to mitigate financial risks.
Advise on asset protection and estate planning strategies.
Build and maintain strong relationships with clients through regular communication and follow-ups.
Address clients' questions and concerns in a timely and professional manner.#J-18808-Ljbffr