Roles and Responsibilities
Convert leads and generate business through leads shared by the organization.
Visit potential customers for Current Business
Grow existing accounts and develop recent accounts in order to meet sales & profitability goals establish by the Direct Sales Management
Ensure that business targets are met month on month
He/she should be able to offer customized insurance solution to the customers for all their financial needs.
Ensure all Training modules laid by L&D; department are attended &
certifications obtained.
Direct selling to the customers via appointments (office/Home Visits)
Ensure the leads/appointments allocated are attended & reverted within TAT.
Ensure self-sourcing Targets are achieved ensure business reporting, MIS on sales call, Lead Utilization and conversion are updated & maintained daily.
Ensure that MIS/Reporting Formats are maintained/updated on a regular basis
Be an insurance solution provider for our customers
Educate the Customer about the company/channel
Preferred candidate profile
This is a 100% field sales profile .
