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Job Description

  • Customer Outreach: Connect with warm leads via telephone to discuss health insurance needs.
  • Policy Pitching: Explain health insurance policy options, coverage benefits, 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.

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