location
Identify potential clients and generate leads via digital marketing, referrals, and
local activities (schools, corporates, societies).
Engage with prospects from company-generated leads (digital campaigns, call
centers, referrals).
Conduct in-person meetings and follow-ups to understand customer needs and
recommend suitable insurance products.
Provide feedback on lead quality and campaign performance to strategy teams.
Maintain accurate records of interactions and sales activities using CRM tools.
Participate in training sessions, team meetings, and performance reviews.
Meet or exceed monthly sales targets and performance metrics.
Stay updated on industry trends, product offerings, and regulatory changes.
Collaborate with team members to enhance overall channel performance.