Generate leads through referrals, networking, digital channels, and direct sales.
Understand customers’ financial protection and insurance needs.
Explain life, health, term, savings, and investment-linked insurance products.
Recommend appropriate insurance plans based on customer requirements.
Achieve monthly and annual sales targets.
Handle policy applications, documentation, renewals, and follow-ups.
Maintain strong relationships with existing customers.
Assist customers with policy servicing and claims coordination.
Ensure compliance with company policies and applicable insurance regulations.
Maintain accurate customer and sales records.