- Identify and generate new customer leads through calls, references, and networking.
- Understand clients’ financial needs, goals, income, and savings requirements.
- Explain suitable insurance and financial planning solutions to customers.
- Conduct client meetings, presentations, and regular follow-ups.
- Convert leads into customers and achieve assigned sales targets.
- Maintain strong relationships with existing and new clients.
- Assist customers with policy-related queries and servicing requirements.
- Follow up on premium payments and policy renewals.
- Generate referrals and develop a strong customer network.
- Maintain proper documentation and follow company policies and compliance guidelines.
Key Skills:
- Good communication and interpersonal skills
- Sales and negotiation skills
- Customer relationship management
- Lead generation and follow-up
- Basic knowledge of insurance and financial planning
- Target-oriented and self-motivated approach