Product Presentation:Explain insurance products: Provide detailed information about insurance plans, coverage, premiums, benefits, exclusions, etc.Suggest suitable plans: Based on the customers requirements, recommend the right insurance plan that meets their needs.3. Sales and Conversion:Close sales: Persuade and convert prospects into customers, ensuring they understand the terms and conditions before purchase.Provide quotes: Offer premium quotations and any promotional offers.4. Follow-ups and Reminders:Follow-up calls: Call customers who have shown interest but havent yet purchased a policy. Regularly follow up to convert the lead into a sale.Policy reminders: Remind customers about policy renewals, premium dues, or any changes in their policy.5. Handling Objections:Overcome resistance: Address customer concerns, doubts, or objections related to premiums, coverage, or any other aspects.Negotiation: In some cases, negotiate premiums, payment terms, or other policy features.6. Customer Service:Answer queries: Address any questions or doubts regarding existing policies.Provide support: Assist with claims or provide additional details about the policy.7. Data Maintenance & Reporting:Maintain accurate records: Keep customer data and interaction history up-to-date in the CRM system.Provide sales reports: Report daily or weekly sales figures, leads generated, and other performance metrics to the manager or team leader.8. Compliance and Ethics:Adhere to regulations: Ensure all sales activities comply with insurance industry regulations and ethical guidelines.Disclosure: Provide clear and transparent information about the policy terms and conditions to avoid future disputes.FOR MORE DETAILS FEEL FREE TO CONTACT ON THE HR DEPARTMENT. 6291764734