Direct Sales Representative

Dial 6352491012 for more details & Share CV on WA

(Note: Training Provided to You by Company)

1️⃣ Handle walk-in customers at the branch

Customers who visit the branch for policy queries, renewal, or new insurance.

Understand their financial needs and suggest suitable life insurance plans.

2️⃣ Sell life insurance products

Pitch products like:

Protection plans

Savings plans

ULIP / investment plans

Retirement plans

3️⃣ Cross-sell & up-sell to existing customers

Check existing customer policies.

Offer additional plans or upgrades to increase business.

4️⃣ Customer service support

Policy renewal assistance

Policy details explanation

Claim or service request guidance

5️⃣ Achieve sales targets

Monthly premium targets

Conversion of walk-in customers into policy sales

6️⃣ Maintain customer relationship

Follow up with customers for renewal or new policies.

Ensure customer satisfaction and retention.

Simple Example of Daily Work

The customer visits branch for policy enquiry

You explain the plan

If interested → collect documents & complete policy

After sale → maintain relationship for renewal or new plans