Client Engagement & Sales ● Meet clients, schedule appointments, and sell financial products such as Loans, Insurance, and Investment products. Sales Support ● Assist the sales team with daily tasks, including organizing files, setting up appointments, and responding to client inquiries. Client Relationship Management ● Build and maintain relationships with existing clients, identify potential clients, and follow up on leads. Market & Competitor Research ● Research potential clients, industry trends, and competitor offerings to support the sales team's efforts. Sales Presentations & Proposals ● Develop and deliver sales presentations and proposals outlining the benefits of the Company's products and services. Reporting & Analysis ● Track sales performance, analyses data, and report on findingsto supportsalesreporting. Product Learning ● Attend training sessions and study product and service offerings to build familiarity with the Company's portfolio.
Cross-Functional Collaboration ● Work with other departments, such as marketing and customer service, to ensure a cohesive approach to sales and customer satisfaction.