insurance sales representative
PNB MetLife
Total years of experience :11 years, 6 Months
• Established appropriate relationship with bank staff.
• Met with bank clients and invented effective marketing strategies to sell insurance plans to new clients.
• Discussed and assessed clients' current and future insurance needs in life insurance.
• Performed multiple transactions through GSP system to generate illustrations and present them to
clients, informing them about premiums and account predictions during the contract lifeline.
• Ensured clients were well-informed about insurance and the services provided by the company.
• Verified all necessary documents and details were available before submission to avoid missing
documents and accelerate the issuance process.
• Met with loan applicants to identify their needs and collect information for loan applications.
• Interviewed applicants to define financial eligibility and establish debt payment plans.
• Prepared detailed loan proposals.
• Completed loan contracts and informed clients about policies and regulations.
• Submitted loan applications in a timely manner.
• Responded to applicants' questions and resolved any loan-related issues.
• Identify potential projects for bid and complies list of material requirements.
• Study and analyze the bid documents (RFP) and highlight the major and specific requirements and
challenges.
• Develop and maintain the bid timeframe ensuring that inputs are submitted on time.
• Fully aware of new governmental tender portals (ETIMAD).
• Collaborate with Finance department to issue the Bank Guarantee to be submitted along with Tender
Commercial documents.
• Prepare and arrange resumes and pricelist for technical proposal.
• Communicated with customers over the phone.
• Achieved sales target every month.
• Presented, promoted, and sold products/services to existing and prospective customers.
• Achieved sales goals by assessing client needs and following defined selling processes.
• Utilized product demos and presentations to engage potential buyers.
• Followed all company policies and procedures.
• Planned, administered, organized, and successfully implemented all activities related to pharmacy
operations.
• Completed product inventory to ensure full availability of all customers' needs by managing inventory
record keeping and controls to detect shortages or discrepancies early.
• Supervised storage procedures and packing for all products to maintain the best quality.
• Managed all pharmacy employees including Pharmacists, Delivery Men, Assistant Pharmacists, and
others to ensure full schedule coverage and best performance.
• Serviced existing accounts, obtained orders, and established new accounts by planning and organizing
daily work schedules to call on existing or potential sales outlets and other trade factors.
• Kept management informed by submitting activity and results reports, such as daily call reports, weekly
work plans, and monthly and annual territory analysis.
• Supply management with reports on customer needs, problems, interests, competitive activities, and
potential for new products and services.
• Resolved customer complaints by investigating problems, developing solutions, preparing reports, and
making recommendations to management.
