Professionals in this channel typically undertake the following tasks:
Customer Engagement: Initiate and maintain direct contact with potential clients through appointments, home visits, or office meetings.
Needs Assessment: Understand clients' financial goals and recommend appropriate life insurance products.expertia.ai+1iimjobs.com+1
Sales Execution: Drive the sales process from lead generation to policy issuance, ensuring targets are met.
Documentation & Compliance: Ensure all paperwork is completed accurately and in compliance with regulatory standards.
Relationship Management: Build and sustain long-term relationships with clients to encourage renewals and referrals.