Make the necessary adjustments in the policyholders portfolio in light of changes in the policyholders needs.Although many transactions are handled by the Customer Service Office, an Financial ProfessionalAssociate should understand how to provide services, such as processing loans, surrenders, changes inbeneficiary, claims, policy options, and the like, as well as being able to explain to customers the effect ofthese transactions.

Develop relationships with business/operation managers andsupport teams, and handle their queries. - Ensure timely and accurate production of standard and customizedfinancial reports for the Business. - Participate in preparing the annual business plan (Divisional, brandand store level). - Build complex financial models to be used for business planning