Generate and qualify leads through referrals, networking, digital channels, and prospecting activities.
Understand clients' financial goals, family needs, and risk protection requirements.
Recommend suitable term life insurance products based on customer needs.
Explain policy features, coverage options, exclusions, premiums, and claim processes.
Assist customers with application completion, documentation, and underwriting requirements.
Maintain regular follow-up with prospects and existing policyholders.
Achieve monthly, quarterly, and annual sales targets.
Ensure compliance with company policies and insurance regulations.
Build and maintain long-term customer relationships.
Stay updated on insurance products, market trends, and competitor offerings.