Identify & approach prospects using referrals from local community, personal contacts, established professional network, and leads or prospects provided by AXA
Achieve targets through set KPIs and objectives
Determine clients? particular protection needs and financial situation by scheduling face to face appointments
Provide positive impact to clients by determining their evolving financial & protection needs during their lifetime, these include insurance, savings, and retirement plans
Identify potential cross-selling opportunities of new products
Ensure consistent multi-equipment protection solutions consisting of Life, Health and General insurance products to clients
Maintain full compliance of department to AXA standards and reactivity/contribution to all compliance processes
Advance product knowledge through regular training and on the job learning.
Maintain knowledge on all competitor products and services and analyse all advantages and disadvantages for various products
Document and maintain all records of sales activities and provide updates as required.
Ensure renewals are being met in time and that their reports are being delivered to the management
Abide to all underwriting requirements and maintain records
Participate in all departmental meetings and support new comers.
