Description
The key role of an insurance consultant is to manage a client portfolio. To do this, they must make sales visits with the aim of retaining and securing the loyalty of the portfolio's clients and attracting new clients. To carry out their functions, the insurance advisor performs tasks similar to those performed by a wealth manager or financial advisor; nevertheless, the difference between these professionals lies in the features of the financial products on which they advise, the types of companies in which work and the types of clients they manage. Thus, the insurance consultant works at insurance companies and gives recommendations with regard to insurance products (life insurance, non-life insurance, home insurance, etc). The financial advisor gives recommendations to individuals and companies with regard to small financial products (mortgages, pension plans, investment funds, etc.) and works primarily at banks, including savings banks. The wealth manager gives financial advice to clients with high net worth and a wide variety of assets, for which they must obtain the highest profitability possible. They typically work at private banks.
Tasks
© Barcelona Activa 2023
Centre per al desenvolupament professional Porta22
Barcelona Treball (Porta22)
Llacuna, 156-162, 08018 Barcelona
bcn.cat/treball
Monday to Friday from 9 to 18 h