日本と海外をつなぐクラウドソーシング

Custodian and Allied PIC

Insurance Advisor

2018/01～

A professional who provides specialized guidance and advice for investment in various insurance schemes on behalf of Custodian Life Assurance. My responsibilities are:

* Designing and implementing effective marketing strategies to sell new insurance contracts or adjust existing ones.
* Contacting potential clients and creating rapport by networking, cold calling and using referrals
* Selling different types of insurance, such as life, property, casualty, health, automotive, long-term care insurance or other types of insurance.
* Offering clients comprehensive financial planning services, especially for clients approaching retirement and also those who have retired.