● 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.
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4. Watch videos to improve Watch videos
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