Job Description
Roles & Responsibilities
- Proactively identify and engage potential clients through field visits and in-office interactions to generate qualified leads.
- Present and communicate the company s financial solutions clearly and professionally, tailoring recommendations to client needs.
- Build and maintain strong relationships with prospective and existing clients to support long-term business partnerships.
- Consistently achieve or exceed monthly sales targets and performance metrics.
- Ensure accurate completion of sales documentation in line with company policies and regulatory requirements.
- Provide timely market insights and customer feedback to management to support strategy and product refinement.
- Participate in regular training and development sessions to stay up to date on offerings, trends, and best practices.