Identify and develop new business prospects through lead generation, referrals, and networking.
Understand clients’ financial goals and insurance requirements and recommend suitable insurance solutions.
Explain life insurance products, advantages, features, premiums, and policy terms to customers.
Build and maintain solid, long-term relationships with existing and prospective clients.
Conduct client meetings and presentations to understand their financial needs.
Achieve monthly and annual sales targets through effective business development strategies.
Handle policy renewals, customer servicing, documentation, and follow-ups.
Assist customers with policy-related queries, claims, and other service requirements.
Maintain regular follow-up with prospects and convert leads into business.
Ensure compliance with company policies, regulatory requirements, and ethical sales practices.
Maintain accurate customer and sales records and provide regular business reports.

📌 Insurance Agent/advisor Ahmedabad
🏢 Bajaj Life Insurance
📍 Ahmedabad