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Create opportunities to achieve and increase sales, persistency and conversion targets.
Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals.
Become the go to person for our clients, support them thru their insurance needs as well as non insurance needs.
Recommend risk management strategies that fit clients' personal risk profiles.
To ensure minimum number of sales calls per day are met
To ensure minimum productivity standards are met at all times
To use a solution/consultative selling approach to provide the most appropriate recommendations for prospective customers.
Providing world class customer experience - Demonstrate that you pay due regard to the interests of the customers and treat them fairly
Driving new sales and revenue generation across all products
Clear understanding of the internal and regulatory policies.
Describe the advantages and disadvantages of various policies to promote the sale of insurance plans relating to General & Medical Insurance.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

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