Independent Insurance Advisory – World Financial Group
3 months
Coordinated over 20 client portfolios by offering customized insurance and investment solutions. Conducted needs assessments, explained financial products, and ensured compliance with regulatory standards including LLQP licensing. Built trust-based client relationships while using digital tools to streamline policy selection and onboarding.
Skills Used
- CRM Platforms for client tracking and follow-up
- Insurance needs analysis and financial profiling
- LLQP-based compliance and documentation handling
- Policy recommendation and risk mitigation strategies
- Communication and trust-building in client interactions