Overall, the primary goal of a life insurance sales officer is to sell life insurance policies and provide exceptional customer service while maintaining the highest standards of ethical and professional conduct.
Responsibilities
Prospecting: Identifying potential customers and generating leads through various channels such as cold-calling, networking, and referrals.
Sales: Meeting with potential customers to discuss their life insurance needs, explaining policy options, and closing sales.
Customer service: Maintaining ongoing relationships with customers to ensure their satisfaction and address any concerns they may have.
Administration: Processing applications, completing paperwork, and ensuring that all necessary documentation is in order.
Marketing: Developing and implementing marketing strategies to increase the visibility of the company and attract new customers.
Compliance: Ensuring that all sales activities are conducted in compliance with legal and regulatory requirements.
Professional development: Staying up-to-date with industry trends, products, and services to enhance sales skills and knowledge.
Identifying and understanding the need of the customer
Sell the insurance products proactively to new and prospective customers
Participate in tactical sales and marketing activities
Ensure timely submission of weekly sales activities report to direct sales manager
Participate in weekly/monthly sales performance review meetings