Key Responsibilities and Accountabilities

 Seek out new prospects and develop clientele base via networking

 Promotes AXA Mansard’s products and services to existing and prospective clients by utilizing available resources

 Work with prospects through the sales process; understand customer needs; handle objections and close business deals

 Addresses client inquiries, ensuring their needs are consistently met and explaining features, advantages and disadvantages of policies to promote sales of insurance plans

 Maximize sales of appropriate products that meet the needs of customers by effective use of sales skills

 Achieve, or exceed sales targets while ensure compliance to all AXA Mansard’s sale objectives

 Deliver excellent customer service and ensure effective relationship management of customers

 Monitors insurance industry trends, competitive products, pricing, and generally gather information that may prove helpful in developing products and services to meet clients’ needs

 Initiate liquidation process and/or claims process for customers

 Ensure appropriate booking and monitoring of transactions

 Ensure data integrity while capturing customers details

 Carry out inspection of subject matter of insurance

 Implement ‘keep in touch’ procedures for customers

 Maintain daily, weekly and monthly sales records and provide sales reports as required

 Present the Individual performance at the company’s monthly performance review meeting

 Carry out any other assignments given by supervisor, such onboarding and training of new PSS

Go to Source