Approach potential clients through new leads, cold calls, existing relationships, promotional events, or
customer information in the database • Keep records of calls and sales and note useful information Customer Service:
customer information in the database • Keep records of calls and sales and note useful information Customer Service:
Clarification Set clear objectives for each sales call; develop and make presentations that are tailored
Clarification Set clear objectives for each sales call; develop and make presentations that are tailored
insurance either as a broker agent or tied agent
customer base through prospective leads through cold calling or referrals. As part of your sale's functional
Attending to customer needs Completion of a monthly call report which includes daily and weekly planning
customer base through prospective leads through cold calling or referrals.
· As part of your sale’s functional
customer base through prospective leads through cold calling or referrals. As part of your sale's functional