Branch Manager at UPONLY
Views:12 Applications:8 Rec. Actions:Recruiter Actions:0
Wealth Management Role - Insurance (1-7 yrs)
- Sell various types of insurance policies to potential clients such as car, home, health, and life insurance.
- Build and maintain relationships with clients by providing excellent customer service.
- Analyze clients' current insurance policies and suggest add-ons or new policies to suit their needs better.
- Generate new business leads through various sources such as cold calls, networking events, and referrals.
- Meet or exceed set revenue and sales targets every month.
- Stay up-to-date with changes in the insurance industry and new products.
- Provide support and assistance to clients during the claims process.
- Nurture client relationships and address clients' questions regarding financial plans and strategies.
