Health Insurance
Search, identify & conduct daily sales calls for financial planning sessions with clients
• Acquire customers and generate the targeted amount of premium - Deliver Complete Product Information to Customers
• Monitor & fulfill prospect and customer leads for new business or cross sell opportunity
• Cross sell and upsell products to existing customers & build portfolios
• Manage the relationship with customers to ensure persist ency & renewals
• Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
• Ensure adhere to the defined sales process.
• Report and highlight any violation of sales, compliance, HR guidelines to superiors
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