• Develop coordinated protection and investments plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation• Perform individual risk analysis and research utilizing financial tools and applications to forecast possible loss and liability exposure• Prepare individual financial models and reports summarizing customer preferences and possible investment strategies based on individual risk aversion• Provide rates and submit applications for mortgages and auto loans• Determining customers’ particular needs and financial situations by scheduling fact-finding appointments and determining to extend of present coverages and investments• Build and maintain long-term customer relationships by providing high-quality products and providing ongoing management of customer needs• Take personal responsibility for team building and spirit-lifting activities through positive energy and proactive engagement• Educate and train team members in job responsibilities, industry specifics, and corporate culture, as well as motivate and encourage productivity and passion for the job