PAG Advisory – Financial Service Advisory

Responsible for identifying sales opportunities for insurance plans and overseeing a portfolio of clients. Also known as Insurance Sales Agents, these professionals are responsible for identifying risk management strategies, handling policy renewals, and tracking claims.

• Calculate dividends and create payment methods.
• Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals.
• Distribute policy proceeds after a claim is submitted and approved.
• Recommend risk management strategies that fit clients' personal risk profiles.
• Prepare and present detailed reports on the progress of initiatives to management.
• Complete administrative tasks including maintaining records and handling policy renewals.
• Track insurance claims to ensure client and company satisfaction.
• Describe the advantages and disadvantages of different policies to promote the sale of insurance plans.
• Create and implement marketing strategies to compete with other individuals or insurance companies.
• Respond to clients’ insurance-related questions and issues.