Sell Life insurance policies to individuals or businesses.
Meet or exceed sales targets set by the company.
Generate leads through cold calling, field visits, networking, and referrals.
Educate clients about policy types, features, benefits, and claim processes.
Understand client needs and suggest suitable insurance solutions.
Maintain relationships with existing customers for renewals and upselling.
Ensure complete and accurate documentation for policy issuance.
Assist clients with claims, endorsements, and other servicing needs.
Stay updated with product knowledge, company policies, and regulatory changes.
Prepare and submit daily/weekly/monthly sales reports.
Participate in promotional activities like roadshows or customer meets.