Lead Generation:
Identify potential clients through fieldwork, referrals, or cold calling.
Follow up on leads from marketing campaigns or branch walk-ins.
Client Consultation:
Understand customers' insurance needs.
Recommend suitable policies and explain benefits, premiums, and terms.
Sales Closure:
Assist clients in completing application forms and required documentation.
Achieve or exceed monthly/quarterly sales targets.
After-Sales Service:
Provide ongoing service to policyholders, including renewals and claims assistance.
Maintain strong relationships for future cross-selling or upselling.
Reporting and Compliance:
Maintain accurate records of sales and customer interactions.
Ensure adherence to company policies and regulatory guidelines