Generate and convert sales leads for insurance products. Maintain an in-depth understanding of product features, benefits, and policy terms across multiple insurers. Identify potential customers through cold calling, referrals, or digital leads through calls provided by the organisation.
Engage with customers to understand their insurance requirements and recommend the best-fit products.
Achieve daily, weekly, and monthly sales targets.
Provide regular feedback on lead quality, conversion ratios, and customer sentiment to improve overall sales efficiency.
Prepare and maintain sales reports, pipeline updates, and conversion data in CRM tools.
Stay updated on industry trends, new insurance products, and regulatory changes.