• Responsible for acquiring new business.
• Selling various types of investment and insurance plans to clients
• Perform pre-sales and post sales activities requirements gathering, research and build relationships with new clients.
• Writing proposals and customizing each proposal based on client requirements.
• You may also be involved with identifying new markets and business opportunities.
• Follow-up with prospects by phone, email, market visit and eventually convert them into customers.
• Maintain close contact with all assigned customers; ensure high level of customer satisfaction.
• Effectively follow company’s defined processes for sales, service delivery, and payments..
• Good communication skills (both reading and writing).
• Proficiency in Microsoft Word, Excel and PowerPoint.
• Closing, Sales Promotion, Writing Proposals, Client Follow-up, Cold Calling, Negotiations.
• Ability to reach and exceed quota requirements and creative lead generation skills