Roles and Responsibilities Work on leads generated from various channels. Schedule and conduct client meetings. Provide personalized insurance solutions. Follow up on leads and convert them into sales. Build and maintain long-term client relationships. Prepare sales activity reports. Maintain accurate records of client interactions.
Roles and Responsibilities Work on leads generated from various channels. Schedule and conduct client meetings. Provide personalized insurance solutions. Follow up on leads and convert them into sales. Build and maintain long-term client relationships. Prepare sales activity reports. Maintain accurate records of client interactions.
Works on company-generated leads with quick calling, timely follow-up, and field visits for conversion. Conducts need analysis and recommends suitable life insurance plans. Schedules and attends customer meetings in the field to close sales. Achieves monthly premium targets through lead conversions and on-ground activity. Ensures complete documentation, KYC, compliance, and smooth policy issuance. Provides post-sales service including policy delivery, renewal reminders, and customer support.