Financial Sales Executive

About this role

Responsibilities: Identify and reach out to prospective clients through referrals and networking Conduct comprehensive financial needs analysis to understand clients’ requirements and recommend suitable insurance products Present and explain insurance policy options, benefits, and coverage details to clients. Customize insurance solutions to meet clients' specific needs and financial goals Prepare and submit accurate sales proposals and documentation. Follow up with clients to address inquiries, resolve concerns, and secure policy renewals. Collaborate with the sales team to achieve individual

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