Insurance Advisor

• Proficiency in cold calling to engage potential clients and generate business leads effectively.
• Strong capability in lead generation with the ability to identify potential customers and cultivate long-term relationships.
• Experience in customer relationship management to maintain and strengthen client engagement and satisfaction.
• Focus on insurance sales with a deep understanding of policies and products to meet client needs efficiently.
• Skilled in cross-selling techniques to offer complementary products and enhance customer value.
• Excellent communication and interpersonal skills to build robust working relationships with diverse clientele.
• Adaptability to learn and apply new strategies quickly in a dynamic and fast-paced environment.
• Driven and self-motivated with a passion for achieving and exceeding targets and business goals.

• Identify prospective clients and initiate first contact through cold calling and follow up on leads.
• Engage with clients to understand their insurance needs and provide tailored solutions to match those requirements.
• Maintain up-to-date knowledge of all insurance products and policies to inform and educate clients effectively.
• Develop and maintain strong client relationships while striving to exceed their expectations and ensure client retention.
• Achieve sales targets by strategically positioning insurance offerings and capitalizing on cross-selling opportunities.
• Collaborate with the team to align sales strategies with business goals and enhance overall performance.
• Keep comprehensive records of client interactions and transactions, reporting on activity and trends to senior management.
• Participate in training sessions and stay updated with industry developments to continuously improve sales techniques.

Expertia AI Technologies