Job Responsibilities

• Build and maintain strong relationships with clients
• Promote insurance and financial products to potential customers
• Understand client needs and provide suitable financial solutions
• Achieve monthly and yearly sales targets
• Conduct client meetings, presentations, and follow-ups
• Generate new leads through networking and communication
• Maintain proper customer service and long-term client relationships
• Work with team members and support business growth activities
• Participate in training, seminars, and company programs
• Prepare daily and weekly work reports