Role Overview
Drive life insurance/Investment business through direct customer acquisition, lead generation, relationship management, and sales conversion while achieving assigned business targets.
What You Will Do
Identify and acquire new customers through direct sales activities, references, and lead generation. Meet customers, understand their financial needs, and recommend appropriate insurance solutions.
Why It Might Be a Fit
Achieve monthly and quarterly business targets, including premium and policy issuance targets. Build and maintain strong customer relationships to ensure customer satisfaction and repeat business.
Requirements
- Identify and acquire new customers through direct sales activities, references, and lead generation
- Meet customers, understand their financial needs, and recommend appropriate insurance solutions
- Achieve monthly and quarterly business targets, including premium and policy issuance targets
- Build and maintain strong customer relationships to ensure customer satisfaction and repeat business
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