Description
- Client consultation and coordination through calls and emails.
- Identify potential clients through networking, referrals, and cold calling.
- Develop and maintain strong client relationships by understanding their insurance needs and providing tailored solutions.
- Stay updated on industry trends, market conditions, and competitor activity.
- Manage leads, track sales activities, and generate reports for management review.
- Participate in regular sales meetings, training sessions, and performance reviews to enhance sales techniques and product knowledge.
- Leverage AI and digital marketing tools to enhance client outreach, improve engagement, and optimize sales strategies.