Responsible for promoting and marketing AROPE Life products
Develop a client base by using referrals and other sources; compile lists of prospects
Approach potential clients by utilizing mailings, phone solicitation, making presentations, etc.
Determine clients particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals
Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation
Maintain a good business relation with clients through contacts and visits; Ensure to provide?a continuing quality service in order to improve customer satisfaction; plan future follow-up visits and evaluation of needs
Achieve activity and productivity targets set by the company
Update job knowledge by participating in trainings; reading professional publications; maintaining personal networks
Sales agents who show ability and leadership may move through a well-studied career path up to being a Unit Head