Generate leads through direct customer interaction, references, and cold calls.
Explain the features, advantages, and benefits of various life insurance products.
Assist customers in selecting appropriate policies based on their financial goals and risk appetite.
Achieve sales targets as assigned by the organization on a monthly/quarterly basis.
Maintain strong relationships with customers and provide excellent post-sales service.
Update customer information and sales activity in the CRM system.
Participate in promotional events, campaigns, and roadshows organized by the company.
Ensure compliance with company policies and regulatory guidelines.
Provide timely and accurate reports to supervisors and management.