- Manage relationships with existing clients to identify their financial goals and provide tailored solutions.
- Identify current business opportunities through networking, referrals, and prospecting.
- Conduct sales activities such as cold calling, email campaigns, and face-to-face meetings to generate leads.
- Develop a deep understanding of life insurance products and services to effectively communicate value proposition to customers.
- Maintain accurate records of client interactions using CRM software.
Desired Candidate Profile
- 0-1 year of experience in sales or related field (freshers welcome).
- Strong communication skills with ability to build rapport with diverse groups of people.
- Candidates who are interested in field sales.