Sales and prospecting:
Identify potential clients through networking, cold calls, and referrals, and work to convert leads into customers.
Client needs assessment:
Schedule meetings with clients to understand their financial situation, future goals, and risk exposure to recommend suitable coverage.
Policy explanation and sales:
Explain the features, benefits, and terms of various insurance products (e.g., life, health, auto, home, commercial) and help clients choose the right policies.