• Build and maintain strong relationships with clients, acting as their primary point of contact for all insurance matters. • Assess and evaluate clients' insurance needs by conducting thorough interviews and understanding their financial goals and risk tolerance. • Provide comprehensive and personalized insurance recommendations based on clients' individual circumstances and coverage requirements. • Educate clients on the features, benefits, and limitations of different life insurance policies to help them make informed decisions. • Assist clients in completing insurance applications, collecting necessary documentation, and submitting policies for underwriting. • Follow up with clients at regular intervals to review their policies, address any questions or concerns, and make necessary adjustments to their coverage. • Collaborate with insurance carriers and underwriters to negotiate favorable terms and conditions for clients' policies.