-
Sales Generation:
- Conduct outbound calls to potential leads to promote and sell life insurance products.
- Handle inbound calls from interested customers, providing detailed product information and closing sales.
- Meet and exceed daily, weekly, and monthly sales targets.
-
Lead Management:
- Follow up on leads provided by the company and generate new leads through referrals and cold calling.
- Maintain an organized database of customer interactions and sales activities in the CRM system.
-
Customer Engagement:
- Understand customer requirements, provide personalized product recommendations, and address any objections or queries.
- Build long-term relationships with clients to encourage repeat business and referrals.
-
Product Knowledge & Training:
- Stay updated on the company's life insurance products, features, and perks.
- Attend regular training sessions to improve product knowledge and selling techniques.
-
Compliance & Reporting:
- Ensure adherence to company policies, regulatory guidelines, and ethical sales practices.
- Prepare and submit daily/weekly reports on call activities, sales performance, and customer feedback.