Roles and Responsibilities :
- Develop and maintain relationships with existing clients to identify their financial needs and provide tailored solutions.
- Identify recent business opportunities through networking, referrals, and market research to drive revenue growth.
- Collaborate with internal teams to develop sales strategies, product knowledge, and training programs for clients.
- Analyze client data to track performance metrics and optimize sales efforts.
Job Requirements :
- 1-8 years of experience in insurance or related field (banking sales, etc.).
- Strong understanding of various types of insurance products (life, health, property) and their applications.
- Excellent communication skills for building strong relationships with clients at all levels.
- Ability to work independently as well as part of a team.