Job Purpose:
The primary purpose of this role is to generate business by promoting and selling insurance products to potential customers and providing suitable solutions based on their needs. The role also focuses on maintaining strong client relationships, ensuring proper documentation, and achieving sales targets through effective lead management.
Duties and responsibilities:
1. Primary:
- The primary role is to promote and sell Insurance products by actively reaching out to potential customers.
- Understanding their insurance needs and offering suitable insurance products to meet those requirements.
2. Secondary:
- Contact potential clients and build rapport by utilizing different channels like networking, cold
- calling, referrals etc.
- Guide businesses, individuals, and families select an insurance policy that best fits their needs.
- Issue quotes, maintain client records, prepare reports, and answer client questions about insurance
- plans and policies.
- Keep detailed records of customer interactions, transactions, and sales activities in the company's
- CRM system
- Ensure accurate and complete documentation of customer information and policy details.
- Maintain regular contact with existing clients to discuss renewals or add-ons and suggest
- modifications and updates to existing clients insurance policies
Qualification: Graduation in any stream.
Experience:
Minimum of 1 years of experience in sales
Proven track record of achieving sales targets in a target-driven environment. Strong expertise in CRM management for lead tracking and reporting
