Offer health insurance policies that cover the costs of medical care and loss of income due to illness or injury.
Advise clients on how to minimize risk.
Advise clients on retirement planning, estate planning, and also provide assistance in setting up pension plans for businesses.
Sell mutual funds and variable annuities.
Seek out leads and new clients.
Maintain reports and records of insurance policies.
Match insurance policies for clients with the companies that offer the best rates and coverage.