Wing Kam Chan

1. *Client Consultation*:

- Conducting meetings with clients to understand their financial situations, needs, and goals.

- Providing clients with relevant information about insurance products, helping them understand the characteristics and pros and cons of different types of insurance.

2. *Product Recommendations*:

- Suggesting appropriate insurance products based on client needs, such as life insurance, health insurance, accident insurance, and property insurance.

- Planning and designing suitable insurance combinations to meet clients' requirements.

3. *Market Analysis*:

- Understanding and analyzing various insurance products available in the market, assessing the strengths and weaknesses of competitors.

- Continually learning about industry dynamics and policy changes, and adjusting recommendations based on market conditions.

4. *Client Maintenance*:

- Regularly following up with clients to understand changes in their insurance needs and proposing corresponding adjustments.

- Providing claims assistance and helping clients navigate the claims process.

5. *Education and Training*:

- Educating clients about insurance knowledge to enhance their financial awareness and risk management capabilities.

- If new to the role, may also need to participate in internal training to strengthen professional skills.

6. *Documentation and Reporting*:

- Preparing and maintaining client insurance documents and records, including contracts, policies, and claims documents.

- Producing and analyzing business reports to monitor performance and client feedback.

7. *Continuous Professional Development*:

- Attending industry seminars, training sessions, and continuing education courses to keep professional knowledge up-to-date and enhance skills.

8. *Building a Network*:

- Establishing connections with potential clients, maintaining business relationships, and expanding business opportunities.