Key Responsibilities
Client Advisory: Assess individual insurance needs and recommend tailored policies to meet life goals.
Business Generation: Identify prospective clients, generate leads, and achieve monthly or quarterly sales targets.
Policy Management: Explain features, benefits, and exclusions clearly to clients and assist with documentation and policy processing.
Customer Support: Provide after-sales service,
handle queries, and facilitate claims requests to build long-term relationships.
Team Building (Senior Roles): Some roles, such as Team Leader or Retail Partner, involve recruiting and managing a team of consultants to drive business.