Generate and qualify leads.
Understand customer needs and recommend suitable plans.
Explain policy features, benefits, and premiums clearly.
Close sales and ensure proper documentation.
Follow up for renewals and customer support.
Maintain compliance with company and regulatory guidelines.
Build and maintain long-term client relationships.
Meet or exceed sales targets regularly.
. Clearly explain complex products in simple terms.
Understand client needs and concerns.
Convince clients and handle objections effectively.
Build trust and long-term relationships.
Focus on achieving and exceeding sales targets.
Prioritize tasks and follow up consistently.
Deep understanding of life insurance products and regulations.
Use CRM tools and digital communication effectively.
Assist clients with claims or policy issues promptly.