Home › Work activities › Customize financial products or services to meet customer needs
O*NET detailed work activityCustomize financial products or services to meet customer needs
AI-assistSell & persuade
2 jobs4 tasks
AI preps you: talking points, objection handling, tailored outreach and negotiation scenarios. The relationship and reading the room are yours.
Part of Sell products or services, under the O*NET work activity group Selling or Influencing Others. Individual tasks below can carry a different label when their own wording calls for it (0 AI-ready, 4 AI-assist, 0 stays human).
Tasks built on this activity
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Develop financial plans, based on analysis of clients' financial status.
- Select company that offers type of coverage requested by client to underwrite policy.