SALES EXECUTIVE

Key Responsibilities:
-Assess clients’ financial situations, needs, and risk profiles.
Recommend appropriate insurance products (life, health, general, or investment-linked policies).
-Explain policy features, benefits, exclusions, and premiums clearly.
-Customize insurance plans based on individual or business needs.
-Maintain and grow a client base through networking and referrals.
-Provide ongoing service, including policy reviews and updates.
-Assist clients with claims processes and documentation.
-Stay updated on industry trends, regulations, and new products.
-Meet sales targets and performance goals set by the company