sales only life insurance plan

• Provide advice
• Help clients understand their insurance needs and recommend products that best suit them 
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• Explain policies
• Explain the terms and conditions of insurance policies, including coverage, exclusions, and limitations 
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• Offer strategies
• Recommend strategies for retirement planning, investment, and goal-based planning 
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• Assist with documentation
• Help policyholders with the required documentation 
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• Provide after-sales services
• Assist policyholders throughout their insurance journey, including policy tenure and claims settlement 
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• Keep in touch
• Keep in touch with customers to ensure that their policy service requests are managed properly