Key Responsibilities for DIRECT Channel:
• Convert company-provided leads into life insurance sales.
• Conduct 50% field work for client meetings and policy closures.
• Explain product features and recommend suitable plans.
• Achieve assigned monthly sales and conversion targets.
• Build and maintain strong relationships with customers for renewals and referrals.
• Ensure proper documentation and coordination with internal teams.
• Deliver quality post-sales service and attend required training sessions.