Basic Computer Knowledge., Insurance Sales
- Timely attend to the service appointments given.
- Update status of appointments accurately and timely in the system.
- Work with the customer in the long term as their relationship manager.
- Support SP in performing need analysis and conversion of sales.
- Delivering consistently on Goal Sheet parameters.
- Adhering to PNB MetLife policies and providing need-based selling support.
- Acting as a team player and reporting the number of applications logged in for the business every day to the reporting manager without fail.
- Ensure high level of Persistency & Customer Service to the customers.?
Provide support in service and sales of Life Insurance business through leads provided by call center and convert them.