Job Description

Responds to the existing sales leads, identifies and qualifies new leads and prospects with a view to developing a pipeline of potential opportunities.

- Developing marketing strategies to compete with the market.

- Explain features, advantages and disadvantages of various policies to promote the sale of insurance plans.

- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.

- Interview prospective clients to obtain data about their financial resources and needs, and to discuss any existing coverage.

- Keep internal management abreast of changes to the appropriate industry, to recommend strategy changes wherever necessary.

Required Knowledge, Skills, and Abilities

• mutal fund agent
• insurance collection agent

Education + Experience

• Qualification: Degree