- 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.