Direct Sales Representative

Dial 6352491012 for more details & Share CV on WA

(Note: Training Provided to You by Company)

1️⃣ Handle walk-in customers at the branch

• Customers who visit the branch for policy queries, renewal, or new insurance.
• Understand their financial needs and suggest suitable life insurance plans.

2️⃣ Sell life insurance products

• Pitch products like:
• Protection plans
• Savings plans
• ULIP / investment plans
• Retirement plans

3️⃣ Cross-sell & up-sell to existing customers

• Check existing customer policies.
• Offer additional plans or upgrades to increase business.

4️⃣ Customer service support

• Policy renewal assistance
• Policy details explanation
• Claim or service request guidance

5️⃣ Achieve sales targets

• Monthly premium targets
• Conversion of walk-in customers into policy sales

6️⃣ Maintain customer relationship

• Follow up with customers for renewal or new policies.
• Ensure customer satisfaction and retention.

Simple Example of Daily Work

• The customer visits branch for policy enquiry
• You explain the plan
• If interested → collect documents & complete policy
• After sale → maintain relationship for renewal or new plans