Life Planner
Current- Provide service to clients’ changing insurance needs by selling AIA products and services: life, health, and disability insurance.- Create and maintain good rapport with clients by offering good quality services for repeat business and referrals.- Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist customer in choosing the right financial plan.- Focus on customer-relationship.- Engage and interact with customer face to face- Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.