Generate leads through company data, referrals, cold calling, and field visits.
Meet prospective customers and understand their insurance needs.
Explain health or life insurance products and recommend suitable plans.
Close sales and achieve monthly/quarterly targets.
Build and maintain long-term customer relationships.
Assist customers with documentation, policy issuance, renewals, and basic service queries.
Maintain daily sales reports and update CRM systems.
Stay informed about products, competitors, and regulatory guidelines.