Insurance Advisor - Life Telesales
Current• Cold-calling and emailing customers using data provided by the company via Genesys software, while also building long-term relationships with them.• Set up appointments and meetings with the potential prospects to discuss the insurance products.• Advising Clients on insurance policies best suited to their needs.• Prepares illustrations and forms for presentations.• Explains the benefits and risks of the policy.• Guides the clients on the required documents, submits the application, ensure the premium payment from the client and ensure the policy is issued. • If the premiums payments of the client are installments, ensure that they are done in a timely manner.• Maintains records of the clients and prepares a report.• Assists the team in collecting renewal premiums.