1. Client consultation and coordination through calls and emails.
2. Identify potential clients through networking, referrals, and cold calling.
3. Develop and maintain strong client relationships by understanding their insurance needs and providing tailored solutions.
4. Stay updated on industry trends, market conditions, and competitor activity.
5. Manage leads, track sales activities, and generate reports for management review.
6. Participate in regular sales meetings, training sessions, and performance reviews to enhance sales techniques and product knowledge.
7. Leverage AI and digital marketing tools to enhance client outreach, improve engagement, and optimize sales strategies.
BTW Financial Services & IMF PVT LTD is a Mutual Fund distributor & Insurance Service provider. BTW Financial Services and IMF Pvt Ltd is your trusted partner for a wide spectrum of financial services, encompassing insurance marketing, and the distribution of various financial products. As an Insurance Marketing Firm (IMF), we specialize in marketing and distributing insurance products, offering a diverse range of insurance options for individuals and businesses. We are dedicated to simplifying complex financial processes, providing access to insurance products, and fostering financial security and growth for all our clients.