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