Description
Key ResponsibilitiesGenerate new leads through cold calling, referrals, networking, social media, and other sales channels.Contact prospective customers and identify their insurance needs and financial requirements.Explain insurance products, coverage options, benefits, exclusions, and policy terms clearly to customers.Recommend suitable insurance plans based on customers’ needs and budgets.Prepare and present insurance quotations and proposals.Follow up with leads and prospects throughout the sales cycle and convert them into customers.Achieve monthly and annual sales targets and KPIs.Maintain and develop long-term relationships with existing and potential customers.Handle customer inquiries and provide accurate information regarding policies and coverage.Coordinate with the underwriting, claims, and customer service teams when required.Maintain accurate records of leads, customer interactions, quotations, and sales activities in the CRM system.Follow up on policy renewals and identify opportunities for cross-selling and up-selling.Stay updated on insurance products, market trends, competitors, and relevant regulations.Ensure all sales activities comply with company policies and applicable insurance regulations.