NewInsurance Agent - Crown Point, IN American Family InsuranceInsurance Agent - Crown Point, INCrown Point, INFrom our CEO to our agency force, we’re committed to growing a diverse and inclusive culture that empowers innovation that will inspire, protect, and restore our customers’ dreams in ways never imagined. At American Family, we're seeking highly motivated individuals with a demonstrated track record of success and eagerness to accomplish something that takes time, energy, and commitment.
NewInsurance Agent - South Holland, IL American Family InsuranceInsurance Agent - South Holland, ILSouth Holland, ILWe’re searching for passionate relationship builders—people who are ready to make a real impact in their community, provide exceptional care to our customers, and build something truly amazing! From our CEO to our agency force, we’re committed to growing a diverse and inclusive culture that empowers innovation that will inspire, protect, and restore our customers’ dreams in ways never imagined.
NewInsurance Agent HealthMarketsInsurance AgentJoliet, ILHealthMarkets independent licensed insurance agents shall for all purposes be deemed to be independent contractors and shall have no authority to act or represent themselves as an employee or partner of HealthMarkets Insurance Agency. See HealthMarkets Privacy Policy at https://www.healthmarkets.com/privacy-policy and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
NewSales Executive - Manufacturing - Hybrid JobotSales Executive - Manufacturing - HybridHammond, IN$75,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Sales Executive for our business will wear multiple hats including business development, marketing, visits to our plant in Hammond, and networking around Chicagoland.
NewOutside Sales Representative - Protective Packaging Solutions JobotOutside Sales Representative - Protective Packaging SolutionsChicago, IL$90,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This organization is a well-established player in the packaging and logistics space, specializing in custom corrugated boxes and protective packaging solutions used across industries like manufacturing, food, and consumer goods.
Licensed Property & Casualty Insurance Agent - Remote USA TTECLicensed Property & Casualty Insurance Agent - Remote USABroadview, ILRemoteWebcam participation is expected during all instructor‑led TTEC and client‑required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Whether it’s getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one.
NewAgency Sales Coordinator Combined InsuranceAgency Sales CoordinatorChicago, ILThat includes building lasting Customer relationships, making sales presentations to new and current Customers, and supporting new agents in the field. The income range associated with this posting represents the potential earnings available to you as a sales leader through personal compensation and incentive bonuses on team production, it is not a guaranteed salary.
Hybrid New Business Case Specialist Jepsen Investments, Inc.Hybrid New Business Case SpecialistLombard, IL$22–$22 / hourFull timeThe role supports front-end new group business sales activity and ensures proper coordination with Sales Management, BCBS representatives, agency managers, brokers, managing general agents and other business partners. These positions are responsible for the new case submission process and review of sold case paperwork for completeness and accuracy in order to release the acceptance of risk for new business.
NewKey Account Manager - Fluid Power/Hydraulics JobotKey Account Manager - Fluid Power/HydraulicsChicago, IL$90,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a global manufacturer of highly engineered fluid power, motion control, filtration, cooling, and hydraulic systems sold into OEMs, industrial manufacturers, and specialized end markets worldwide.
NewController - Manufacturing & Distribution JobotController - Manufacturing & DistributionNorthwoods, IL$115,000–$145,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our business supports regional and national customers with products including corrugated packaging, stretch film, tape, strapping, product protection, pallets, and packaging equipment.
NewProject Manager – Asphalt & Paving Contractor JobotProject Manager – Asphalt & Paving ContractorHomewood, IL$110,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Operating with a strong regional presence and a reputation for delivering high-performance infrastructure solutions, our organization offers a stable and growth-oriented environment for professionals looking to make a lasting impact in the industry.
NewSenior Portfolio Banker - Private Equity BMO FinancialSenior Portfolio Banker - Private EquityChicago, IL$102,000–$190,000 / yearProtects the Bank’s assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.
NewSenior Private Banker, Ultra High Net Worth BMO FinancialSenior Private Banker, Ultra High Net WorthChicago, IL$102,000–$190,000 / yearApplication Deadline: 07/30/2026Address: 320 S Canal StreetJob Family Group: Wealth Sales & ServiceDevelops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
NewSenior Portfolio Banker / BMO Family Office – Capital Advisory Services BMO FinancialSenior Portfolio Banker / BMO Family Office – Capital Advisory ServicesChicago, IL$102,000–$190,000 / yearApplication Deadline: 07/30/2026Address: 320 S Canal StreetJob Family Group: Wealth Sales & ServiceProvides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Protects the Bank’s assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.
Sales Representative Company ConfidentialSales RepresentativeChicago, ILFull timeAs a testament to our commitment to service, Globe Life companies have more than 17 million policies in force – more than any other life insurance company in the country (excluding reinsurance companies; as reported by S&P Global Market Intelligence 2023). Our mission is to provide products and services that empower our customers to help secure their financial future and protect their families in times of need.
Life Insurance Broker--Work From Home! Mauro Life Agency LLCLife Insurance Broker--Work From Home!Chicago, ILRemote$2,500–$12,000 / monthFull time5000 list of Fastest-Growing Companies every year since 2016—and we’re just getting started. This position is ideal for motivated individuals, including stay-at-home parents or part-timers looking to build their business at their own pace.
Insurance Sales Agent - Downers Grove, IL AAA Southern New EnglandInsurance Sales Agent - Downers Grove, ILDowners Grove, IL$57,000–$87,000 / yearRequired Qualifications: Active State Property & Casualty Insurance Sales license Active State Life Insurance Sales license, or obtain within 90 days of hire Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance.
Insurance Sales Agent - Wheaton, IL AAA Southern New EnglandInsurance Sales Agent - Wheaton, ILWheaton, IL$57,000–$87,000 / yearBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals.
Insurance Sales Agent - N. Riverside, IL AAA Southern New EnglandInsurance Sales Agent - N. Riverside, ILIL$57,000–$87,000 / yearBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals.
CHICAGOLAND INSURANCE SALES AGENT | FINANCIAL ADVISOR | MANAGEMENT TRAINEE AMERICAN SENIOR BENEFITS LLCCHICAGOLAND INSURANCE SALES AGENT | FINANCIAL ADVISOR | MANAGEMENT TRAINEEWoodridge, Illinois$41,500–$101,000 / yearFull timeInsurance Sales Representative, Financial Advisor, Financial Planner, Wealth Advisor, Retirement Planner, Insurance Agent, Medicare Agent, Life Insurance Agent, Annuity Specialist, Business Development Representative, Sales Consultant, Leadership Development Program, Management Trainee, Sales Manager Trainee, Financial Services Representative, Client Advisor, Account Executive, Relationship Manager, Entrepreneur, Coach, Athlete, Competitive Sales Professional. Whether your background is athletics, coaching, military leadership, sales, business development, recruiting, teaching, entrepreneurship, or financial services, we’re looking for driven individuals who thrive on performance, accountability, leadership, and personal growth.
Insurance Sales Agent - Crystal Lake Auto Club GroupInsurance Sales Agent - Crystal LakeCrystal Lake, IllinoisBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands.
Insurance Sales Agent - Skokie AAA Southern New EnglandInsurance Sales Agent - SkokieSkokie, IL$57,000–$87,000 / yearBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals.
Insurance Sales Agent - Crystal Lake AAA Southern New EnglandInsurance Sales Agent - Crystal LakeCrystal Lake, IL$57,000–$87,000 / yearBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands.
Insurance Sales Agent - Arlington Heights Auto Club GroupInsurance Sales Agent - Arlington HeightsArlington Heights, IllinoisBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. Important Note: ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals.
Insurance Sales Agent - Arlington Heights AAA Southern New EnglandInsurance Sales Agent - Arlington HeightsArlington Heights, IL$57,000–$87,000 / yearBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals.
American National Insurance Sales Agent American National Insurance CompanyAmerican National Insurance Sales AgentCrystal Lake, IllinoisVariable products are distributed through ANICO Financial Services, Inc. (ANFS) located at One Moody Plaza, Galveston, Texas 77550 and sold through unaffiliated broker-dealers. Property and casualty insurance may be underwritten by American National Property And Casualty Company and subsidiaries, Springfield, Missouri, or Farm Family Casualty Insurance Company, and United Farm Family Insurance Company, Glenmont, New York.
Insurance Sales Agent Farmers Insurance - Alexander GaydosInsurance Sales AgentOak Park, IL$60,000–$75,000 / yearWe are one of the fastest-growing District in the state, and we're handpicking top-tier sales professionals to join our team. Alex Gaydoss Farmers Insurance District Office, located in Oak Brook, Illinois is dominating the insurance industry.
Insurance Sales Agent - Top Producer Farmers Insurance - Alexander GaydosInsurance Sales Agent - Top ProducerChicago, IL$60,000–$75,000 / yearWe are one of the fastest-growing District in the state, and we're handpicking top-tier sales professionals to join our team. Alex Gaydoss Farmers Insurance District Office, located in Oak Brook, Illinois is dominating the insurance industry.
Insurance Sales Agent - Paid Licensing Farmers Insurance - Alexander GaydosInsurance Sales Agent - Paid LicensingSchaumburg, IL$60,000–$75,000 / yearWe are one of the fastest-growing District in the state, and we're handpicking top-tier sales professionals to join our team. Alex Gaydoss Farmers Insurance District Office, located in Oak Brook, Illinois is dominating the insurance industry.
Insurance Sales Agent - Elite Producer Farmers Insurance - Alexander GaydosInsurance Sales Agent - Elite ProducerNaperville, IL$60,000–$75,000 / yearWe are one of the fastest-growing District in the state, and we're handpicking top-tier sales professionals to join our team. Alex Gaydoss Farmers Insurance District Office, located in Oak Brook, Illinois is dominating the insurance industry.
Insurance Sales Agent - Customer Service Freeway Insurance Services America LLCInsurance Sales Agent - Customer ServiceCrest Hill, IL$15–$17 / hourOur Company: Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year! As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment.
NewRemote Life Insurance Sales Agent Meron Financial AgencyRemote Life Insurance Sales AgentGary, INRemote$150,000–$200,000Meron Financial Agency is expanding in the Houston market and actively hiring agents who want to grow fast and earn at a high level. Work both warm inbound leads and Warm Lead leads - No Cold Calling.
Licensed Insurance Sales Agent (Commission & Bonuses + Leads provided) Alicia Radin Farmers InsuranceLicensed Insurance Sales Agent (Commission & Bonuses + Leads provided)Saint John, IN$40,000–$70,000 / yearUnlike traditional career paths where you pay to learn business skills, our program allows you to get paid while being trained and developed by experienced agency owners and district leaders. At Alicia Radin's Farmers Insurance Agency, youre not just starting a job youre building a future with potential, flexibility, and long-term growth opportunities.
Insurance Sales Agent - Merrillville, IN AAA Southern New EnglandInsurance Sales Agent - Merrillville, INMerrillville, IN$57,000–$87,000 / yearBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands.
NewInsurance Sales Agent - Merrillville, IN Auto Club GroupInsurance Sales Agent - Merrillville, INMerrillville, IndianaSales, Retention & Revenue Growth: Own the sale and ongoing service of ACG‑branded and brokered insurance products, memberships, and financial products within a high‑traffic ACG branch; uncover customer needs, generate new business, retain existing clients, grow ACG’s insurance portfolio, overcome objections, negotiate effectively, close sales, and meet or exceed individual sales targets and incentive plan expectations. Prospecting, Community Engagement & Referrals: Actively engage in local branch and community events to prospect, expand referral networks, develop new business opportunities, and identify cross‑sell and referral opportunities into Travel and Financial Services to maximize overall member value.
Medicare Insurance Sales Agent (Remote Role) GallagherMedicare Insurance Sales Agent (Remote Role)Chicago, IllinoisRemoteFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Our greatest strength lies in our talented and driven team, dedicated to helping seniors find Medicare plans that truly fit their needs, the right way.
Insurance Agent - Sales Independence Pet GroupInsurance Agent - SalesChicago, IllinoisRemoteEstablished in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America. Agents are responsible for assisting customers by providing information about products and/or services, confidently answering questions, and ultimately helping them see the value in choosing coverage to protect their pets.
Remote Insurance Agent Sales (July - December 2026) Integrity Marketing Group, LLCRemote Insurance Agent Sales (July - December 2026)ILRemoteResponsible for providing sales support for insurance clients by creating timely illustrations, sending of state specific and compliance forms, providing educational or point of sale documents, and is a liaison between carriers and clients. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.
Bilingual Remote Insurance Agent Sales (July - December 2026) Integrity Marketing Group, LLCBilingual Remote Insurance Agent Sales (July - December 2026)ILRemoteResponsible for providing sales support for insurance clients by creating timely illustrations, sending of state specific and compliance forms, providing educational or point of sale documents, and is a liaison between carriers and clients. Throughout their growth, their 5,000 agents have remained focused on helping over 82,000 Americans protect their most valuable assets: health, wealth and wellbeing.
NewInsurance Sales Agent - Downers Grove, IL Auto Club GroupInsurance Sales Agent - Downers Grove, ILDowners Grove, IllinoisSales, Retention & Revenue Growth: Own the sale and ongoing service of ACG‑branded and brokered insurance products, memberships, and financial products within a high‑traffic ACG branch; uncover customer needs, generate new business, retain existing clients, grow ACG’s insurance portfolio, overcome objections, negotiate effectively, close sales, and meet or exceed individual sales targets and incentive plan expectations. Prospecting, Community Engagement & Referrals: Actively engage in local branch and community events to prospect, expand referral networks, develop new business opportunities, and identify cross‑sell and referral opportunities into Travel and Financial Services to maximize overall member value.
NewInsurance Sales Agent - N. Riverside, IL Auto Club GroupInsurance Sales Agent - N. Riverside, ILRiverside, IllinoisSales, Retention & Revenue Growth: Own the sale and ongoing service of ACG‑branded and brokered insurance products, memberships, and financial products within a high‑traffic ACG branch; uncover customer needs, generate new business, retain existing clients, grow ACG’s insurance portfolio, overcome objections, negotiate effectively, close sales, and meet or exceed individual sales targets and incentive plan expectations. Prospecting, Community Engagement & Referrals: Actively engage in local branch and community events to prospect, expand referral networks, develop new business opportunities, and identify cross‑sell and referral opportunities into Travel and Financial Services to maximize overall member value.
Insurance Agent - Joliet, IL AAA Southern New EnglandInsurance Agent - Joliet, ILJoliet, IL$57,000–$87,000 / yearBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals.
Life Insurance Agent - Remote InsuraTecLife Insurance Agent - RemoteElgin, ILRemoteIf you’re passionate about helping families secure their financial future and want the flexibility of a remote career with uncapped earning potential, we’d love to hear from you. InsuraTec Services Group is seeking motivated individuals to join our growing team as Life Insurance Agents.
Insurance Account Position - State Farm Agent Team Member Mark Jonas - State Farm AgentInsurance Account Position - State Farm Agent Team MemberCrown Point, INAs a State Farm team member for Mark Jonas - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Insurance Sales Representative Cliffard Jenkins Farmers InsuranceInsurance Sales RepresentativeLa Grange, IL$40,000–$65,000 / yearJoin Farmers Insurance Group Because: Award-Winning University of Farmers Training Program, sharpen your business skills through hands-on training, guest speakers, workshops, and real-world scenarios to prepare you for agency ownership. Meet with customers over the phone or in person assisting them on insurance products including home, auto, commercial, life and more growing and managing your client book of business, worth cash value.
Insurance Staff Position - State Farm Agent Team Member Mark Jonas - State Farm AgentInsurance Staff Position - State Farm Agent Team MemberCrown Point, INSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Staff Position - State Farm Agent Team Member. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Direct Sales Agent Specialist (2507) Allstate Insurance CompanyDirect Sales Agent Specialist (2507)Deerfield, ILLeverages community contacts (natural market) to continually build a sales pipeline, as well as an active physical presence in your own community to build multiple centers of influence/referral sources (car dealerships, local events, community organizations, etc.). This role sells to walk-in customers, markets products outside of the office via marketing calls and in-person visits creating community relationships to promote continued growth and assists customers in the office.
Insurance Account Position - State Farm Agent Team Member Saul LopezInsurance Account Position - State Farm Agent Team MemberWest Chicago, IllinoisAs a State Farm team member for Saul Lopez - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Insurance Account Representative - State Farm Agent Team Member David Mordis - State Farm AgentInsurance Account Representative - State Farm Agent Team MemberElmhurst, ILEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Insurance Staff Position - State Farm Agent Team Member John Sutton - State Farm AgentInsurance Staff Position - State Farm Agent Team MemberElgin, ILTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.