- Convert leads and generate business through leads shared by the organization.
- Visit potential customers for New Business
- Grow existing accounts and develop recent accounts in order to meet sales & profitability goals establish by the Direct Sales Management
- Ensure that business targets are met month on month
- He/she should be able to offer customized insurance solution to the customers for all their financial needs.
- Ensure all Training modules laid by L&D; department are attended & certifications obtained.
- Direct selling to the customers via appointments (office/Home Visits)
- Ensure the leads/appointments allocated are attended & reverted within TAT.
- Ensure self-sourcing Targets are achieved ensure business reporting, MIS on sales call, Lead Utilization and conversion are updated & maintained daily.
- Ensure that MIS/Reporting Formats are maintained/updated on a regular basis
- Be an insurance solution provider for our customers
- Educate the Customer about the company/channel