Mahnoor Ali

EFU Life Assurance

04.2021 - 09.2023

1. Sales Generation: Generate leads through various channels such as cold calling, networking, and referrals to achieve sales targets.
2. Client Acquisition: Identify potential clients, understand their insurance needs, and propose suitable insurance products and solutions.
3. Client Relationship Management: Build and maintain strong relationships with clients to ensure high levels of client satisfaction and retention.
4. Product Knowledge: Stay updated on insurance products, industry trends, and market conditions to effectively advise clients and address their concerns.
5. Sales Presentations: Conduct presentations and meetings with prospective clients to explain insurance products, coverage options, and benefits.
6. Customized Solutions: Analyze clients' financial situations and risk profiles to tailor insurance solutions that meet their specific needs and objectives.
7. Policy Servicing: Assist clients with policy servicing tasks such as policy amendments, renewals, and claims processing.
8. Sales Reporting: Maintain accurate records of sales activities, client interactions, and pipeline management using CRM software.
9. Compliance: Ensure compliance with industry regulations and company policies in all sales and client servicing activities.
Utilized internal lead referral tools to solicit new business opportunities and contacts

Summary