1. Collaborating with underwriters and product development teams to ensure a thorough grasp of insurance products and policies.
2. Generating leads through various methods like cold calling, networking, referrals, and digital marketing.
3. Crafting and delivering compelling sales presentations to exhibit insurance products and services.
4. Hosting training sessions for sales teams on insurance products, sales techniques, and industry trends.
5. Establishing and maintaining robust client relationships to comprehend their insurance needs.
6. Executing plans to retain current clients and prompt policy renewals.
7. Conducting routine client reviews to evaluate evolving insurance needs and suggesting adjustments as needed.
