- Work on assigned leads (given by Banks) and generate referrals from every visit that's made to customer
- Achieve sales targets as assigned by the organization month-on-month basis
- Cross sell and up 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