Advance Care Planner

The Advance Care Planner is responsible for developing and implementing care plans to help customers meet their objectives and managing customer relationships. He/She understands customer profiles and recommends suitable solutions to them. He is also in charge of attracting his own customers through networking sessions, relationship building and referrals.

The Advance Care Planner duties might require him to work on weekends and after office hours and may involve travel to customers' locations. He has a friendly and outgoing nature and is able to build rapport with customers to establish trust.

• Engage customers to understand their personal details and preferences
• Analyse customer profiles to establish customers' risk profiles and objectives
• Recommend customised solutions based on customers' needs and objectives
• Develop tools for customers to assist them in meeting their goals and means of financing them