Insurance representatives advise on and sell life, accident, automobile, liability, endowment, fire, marine and other types of insurance to new and established clients.
Tasks include –
obtaining information about customers’ circumstances necessary to determine appropriate type of insurance and conditions;
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Sales Management
Mandarin Language Proficiency
Customer Relationship Management (CRM)
Business Development
Communication Skills
Negotiation Skills
Market Analysis
Telesales
Client Relationship Management
Business Management
Telemarketing
Establish and develop new business with potential customers within the assigned territory/sectors and among assigned/named target customers.
Conduct sales calls and customer visits in accordance with KPIs for the assigned territory/sectors, and record all visit reports in the Sales System (MS Dynamics) in a timely manner.
Prepare GP and volume projections, and develop short- and long-term action plans to achieve targets.
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