ACCOUNTING/FINANCE/ECONOMICS

The entry requirement for this occupation is an AQF Diploma or higher qualification or at least 3 years relevant experience. In some instances relevant experience is required in addition to the formal qualification. Registration or licensing may be required.

Tasks Include:

• compiles lists of prospective clients from directories and other sources
• makes contact with prospective clients to seek interviews and gauge interest
• interviews prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover
• researches and reviews available insurance products to ensure the most appropriate are offered to clients
• markets their services to increase client base
• may collect premiums and keep records of payments, including appropriate commissions