Independent Practice × Required Skills: Insurance Product Knowledge

3 jobs found.

Financial Planner

A professional who utilizes specialized knowledge in asset management, insurance, taxes, pensions, inheritance, etc., for individuals and corporations to propose asset planning and risk countermeasures based on the customer's life plan.

Insurance Agent, Insurance Broker

Profession that sells insurance products, proposes insurance plans tailored to customers' risk needs, and handles contract procedures.

Insurance Broker

A professional who compares and proposes products from multiple insurance companies and mediates customer contract procedures.