Wealth Manager

Sell various types of insurance policies to potential clients such as car, home, health, and life

insurance.

Build and maintain relationships with clients by providing excellent customer service.

Analyze clients current insurance policies and suggest add-ons or new policies to suit their

needs better.

Generate new business leads through various sources such as cold calls, networking events, and

referrals.

Meet or exceed set revenue and sales targets every month.

Stay up-to-date with changes in the insurance industry and new products.

Provide support and assistance to clients during the claims process.

Nurture client relationships and address clients questions regarding financial plans and

strategies.

Analyze clients requirements and recommend the most suitable combination of financial

solutions offered by UPONLY to meet their short-term and long-term financial needs holistically

and securely.

Establish and maintain strong client relationships, providing ongoing support, regularly

reviewing investments for potential reassessment, and keeping clients informed about updates.