Sales Role - Insurance (0-1 yrs)
- Identifying potential clients: Using referrals, leads, or cold calling to find new clients
- Assessing needs: Understanding a client's needs and preferences
- Educating clients: Explaining insurance products and policies, and advising on risk management strategies
- Recommending policies: Guiding clients to the best coverage for their needs
- Preparing proposals: Creating insurance proposals and quotes
- Following up: Scheduling meetings and making follow-up calls
- Processing claims: Providing policy proceeds after claims are approved
- Maintaining records: Keeping client records and preparing reports
- Reviewing policies: Conducting periodic policy reviews and suggesting updates
