Client Acquisition & Sales:
Conduct daily sales calls to acquire new customers and generate targeted premiums through financial planning sessions.
Product Knowledge & Presentation:
Deliver comprehensive information about financial products, including insurance and investment options, to clients.
Lead Management:
Monitor and fulfill prospect and customer leads provided by the company for new business or cross-selling opportunities.
Relationship Management:
Build and maintain strong relationships with clients to ensure persistency and renewals of policies.
Compliance & Documentation:
Ensure adherence to all sales systems, operational, underwriting, compliance guidelines, and accurate data capture.