Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities.
Source referrals and recommendations from existing customers and contacts to enhance the organization's reputation.
Identify Personal Lines and Business Insurance opportunities.
Consult with customers to understand their needs, gather and analyze complex data, and develop specifications for customer requirements.
Conduct financial needs analysis, client portfolio analysis, and provide financial advice.
Identify products or services that meet customer needs and propose suitable configurations.
Conduct customer onboarding, explaining advanced features of products/services.
Manage personal objectives and take actions to ensure their achievement.
Develop and implement customer contact plans to build new relationships and manage existing ones.
Act as the first point of contact for customer queries and complaints, resolving issues promptly.
Manage key client relationships to maintain satisfaction, retention, and loyalty.
Ensure compliance with company-wide document management systems and operational procedures.
Stay updated on organizational policies, regulatory codes, and codes of conduct.
Participate in personal capability building activities such as training, coaching, and development planning.

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