Generate leads through referrals, networking, cold calling, and other sales activities.
Meet prospective customers to understand their insurance and financial protection needs.
Explain life insurance products, benefits, and policy features clearly.
Recommend appropriate insurance plans based on customer requirements.
Achieve monthly, quarterly, and annual sales targets.
Build and maintain strong relationships with existing and prospective customers.
Assist customers with application forms and documentation.
Ensure compliance with regulatory guidelines and company policies.
Provide after-sales service, including policy renewals and customer support.
Maintain accurate records of customer interactions and sales activities.
Stay updated on product knowledge, market trends, and competitor offerings.
Participate in sales meetings, training programs, and promotional campaigns.