Key Responsibilities:
Sales and Promotion: Actively seek out and engage with potential customers, understanding their needs and recommending suitable life insurance solutions.
Client Relationship Management: Build and maintain strong relationships with clients to ensure satisfaction and retention.
Product Knowledge: Stay up-to-date on the latest insurance products and industry trends.
Lead Generation: Develop strategies to generate leads and prospects.
Customer Service: Address client inquiries, resolve issues, and provide excellent customer service.
Adherence to Compliance: Ensure all sales activities comply with company policies and regulations.
Sales Target Achievement: Meet or exceed individual and team sales targets.
Onboarding and Servicing: Guide clients through the application and underwriting process, and provide ongoing support.
Using CRM Software: Utilize Customer Relationship Management (CRM) software to streamline sales processes.
May involve: Field visits, presentations, and participation in marketing campaigns, depending on the specific role.