INSURANCE ADVISOR
● Client consultation and coordination on calls and emails.
● To identify potential clients through various channels such as networking, referrals and cold calling.
● To develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.
● To negotiate with the clients and close the deals to achieve the set goals
● Stay updated on industry trends, market conditions and market competition
● Manage leads, track sales activities, and generate reports for management review.
● Participate in regular sales meetings, training sessions, and performance reviews to continuously improve sales techniques and product knowledge.
Key Skills & Requirements:
● Financial Expertise
● Communication Skills
● Sales & Relationship Building
● Analytical Skills