- Lead Generation- Identify and Prospect new clients through networking, referrals or cold calling.
- Directly promote and sell life insurance policies to prospective clients.
- Assess client needs and financial goals to recommend the most suitable insurance products as per customer need analysis and ensure right product positioning with customer.
- Build and maintain long lasting relationships with clients for retention and customer satisfaction.
- Meet or Exceed sales targets and performance metrics and achieve recent business productivity & Renewal Targets