Expand market & clientele and contribute positively to achieve sales targets

Organising sales visits

Demonstrating and presenting products ...

Analyze clients current insurance policies and suggest additions or changes

Recruit and expand a team

Lead the team to achieve common goal

Customize insurance packages to meet individual client needs and budget constraints.

Prepare and present quotes to clients, explaining coverage details and terms of policies.

Follow up with prospective clients to close sales and achieve monthly and annual sales targets. ...

Customize insurance packages to meet individual client needs and budget constraints.

Prepare and present quotes to clients, explaining coverage details and terms of policies.

Follow up with prospective clients to close sales and achieve monthly and annual sales targets. ...

Communication Skill

Customer Relationship Management

Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;

Setting financial objectives, and developing and implementing strategies for achieving them;

Arranging to buy and sell unit trust funds for clients; ...