Key Responsibilities
Sales & Business Development
Identify and approach potential clients through cold calls, referrals, and networking.
Present and explain insurance products (life, health, general, etc.) to prospective customers.
Achieve monthly and quarterly sales targets.
Client Relationship Management
Build and maintain long-term relationships with clients.
Provide after-sales support and assistance with claims or policy servicing.
Ensure customer satisfaction and repeat business.
Market Research & Strategy
Stay updated on insurance products, competitors, and industry trends.
Suggest improvements in sales strategies and promotional activities.
Compliance & Documentation
Ensure accurate completion of application forms and policy documentation.
Adhere to regulatory guidelines and company policies.