Key Responsibilities :- Client Acquisition : Identify and reach out to potential clients through various channels, including referrals, networking, and cold calling.- Needs Assessment : Conduct thorough assessments of clients\' insurance needs and financial situations to recommend appropriate insurance products.- Product Presentation : Explain insurance policies, coverage options, and benefits to clients in a clear and compelling manner. Address any questions or concerns they may have.- Sales Process : Manage the entire sales process from initial contact to policy issuance. Prepare and submit applications, follow up on leads, and close sales.- Relationship Management : Build and maintain strong relationships with clients to ensure customer satisfaction and retention. Provide ongoing support and service as needed.- Market Research : Stay informed about industry trends, market conditions, and competitor offerings to effectively position and sell insurance products.- Compliance : Ensure all sales activities and client interactions comply with regulatory requirements and company policies. Maintain accurate and up-to-date records of all transactions.- Performance Tracking : Meet or exceed sales targets and performance metrics set by the company. Track and report on sales activities and results. (ref:updazz.com)
updazz .com
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