- Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count.
- Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base
- Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions
- Need-Based Selling: Ensure appropriate solutions through a structured selling model
- Upselling & Cross-Selling: Maximize revenue through existing customer base
- Post-Sales Service: Resolve queries and ensure timely policy issuance
- Customer Engagement: Maintain regular touchpoints and strong relationships with clients
- Collaboration: Coordinate with supervisors to plan and execute business strategies
- Sales Forecasting:
Design and evaluate innovative sales strategies
- Database Management: Maintain and grow your customer database in your designated territory
- ISMS Compliance: Follow security protocols to safeguard customer and company data.