Work on assigned leads and generate referrals from every visit made to customer
Offer best in class sales experience while onboarding customers
Achieve sales targets as assigned by the organization month-on-month basis
Cross sell and up sell products based on the life cycle needs of the customers and as defined by the organization.
Meeting the customers to solicit insurance products based on appointments in the course of daily activities
Ensure that reports are maintained/updated regularly on Lead Management System
Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis