- - Work on assigned leads (Bank) and generate referrals from every visit that's made to customer
- - Achieve sales targets as assigned by the organization month-on-month basis
- -sales Life Insurance products based on the life cycle needs of the customers and as defined by the organization.
- - Meeting the customers to solicit insurance products based on appointments in the course of daily activities
- - Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis
- - Strict adherence to organizations policies and processes.
- - Provide accurate forecasts, updates and requested reports to reporting manager
📌 Sales officer_KAGB (India)
🏢 Skywings Advisors
📍 India
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