Key Responsibilities and Duties:
Sales Generation: Drive sales of insurance products through telephone, email, and virtual channels.
Client Relationship Management: Build and maintain relationships with assigned clients to ensure high retention and satisfaction.
Customer Support & Service: Handle customer inquiries, solve complaints, and assist with policy renewals and documentation.
Need Analysis & Advisory: Provide tailored advice to customers based on their financial needs (needs-based selling).
Data Management: Maintain accurate client records and update leads in the Lead Management System (LMS).
Target Achievement: Meet monthly, quarterly, and annual sales targets, including renewals and premium collection