Role & responsibilities
Meet customers to understand their insurance and financial protection needs.
Recommend and sell suitable life insurance products based on customer requirements.
Identify prospects to offer other insurance and subsidiary products to meet customers' broader financial needs.
Build and maintain solid, long-term relationships with customers.
Generate business through direct customer interactions and sales activities.
Achieve assigned monthly sales and revenue targets.
Follow up with prospects, manage the sales pipeline, and ensure timely conversion.
Provide customers with product information and support throughout the sales process.
Maintain accurate customer and sales information in the CRM.
Ensure adherence to company processes, sales guidelines, and regulatory requirements.