Make outbound calls to potential customers and explain insurance products.
Understand customer requirements and recommend suitable policies.
Achieve daily/monthly sales targets and generate conversions.
Follow up with interested customers and complete the sales process.
Assist customers with policy documentation and application details.
Maintain regular follow-ups and update customer information in the CRM.
Handle customer queries professionally and provide basic product information.
Upsell/cross-sell relevant insurance products when appropriate.