• Build and maintain strong relationships with clients as their primary point of contact for all insurance matters. • Evaluate clients' insurance needs through comprehensive interviews and understanding their unique circumstances. • Provide personalized insurance recommendations based on clients' specific requirements and financial goals. • Educate clients on the different types of life insurance policies and their features, benefits, and limitations. • Assist clients in completing insurance applications and gather the necessary documentation. • Follow up with clients regularly to review their policies, address any concerns, and make adjustments as needed. • Collaborate with insurance carriers and underwriters to negotiate favorable terms for clients' policies.