Financial Adviser at Tangerine Life

A.    Scope of Engagement
As a Living Benefit Advisor, your functions shall be as follows:

• Generate lists of prospective clients;
• Carry out need analyses and advise clients of suitable TANGERINE Life’s Insurance  products (‘‘Products’’);
• Seek out new clients and develop clientele by networking;
• Explain features, advantages and disadvantages of various Products of the Company to promote sales;
• Ensure fulfilment of all underwriting conditions in connection with Products sold such as medical examinations and accurate completion of proposal forms;
• Evolve sales strategies to compete with other agents/companies that sell insurance;