- Customer Outreach: Connect with warm leads via telephone to discuss health insurance needs.
- Policy Pitching: Explain health insurance policy options, coverage advantages, terms, and premium details clearly to clients.
- Needs Assessment: Understand the healthcare and financial protection requirements of customers to recommend suitable policies.
- Lead Management: Follow up consistently with interested prospects and close sales.
- Target Achievement: Meet or exceed daily and monthly conversion and sales targets.
- CRM Maintenance: Record customer interactions, feedback, and sales logs accurately in the system.