Financial Consultant
Nexus Insurance Brokers
مجموع سنوات الخبرة :15 years, 3 أشهر
Develop and implement business marketing plans; Cold calling and delivering ongoing customer service; Design and provide different solutions for insurance (life, investment, savings, general); Maintain relationship with exciting clients;
Managed, trained, and motivated insurance agents to achieve target and performance appraisals; Recruited new insurance agents; Made sales plans and activities; Monitored sales team production, payments and costs of branches; Analyzed competition in the region; Researched and analyzed sales options; Attended to big business events and represented Generali’s interests; Coordinated with CRM sector; Reported to region director.
Responsible for implementing sales plan. Performed trainings for insurance agents, coordinated, lead and motivated insurance agents; Controlled production of the insurance agents; Monitored insurance agents career progress; Supervised meetings with clients and agents; Controlled accuracy of the data in policies and information system; Researched clients insurance needs; Sold insurance policies; Reported to director-coordinator.
Supervised and controlled insurance agents work; Formed lists of clients; Arranged appointments with clients by the phone, personally or by the letter; Sold insurance policies; Performed activities defined by sales plan; Achieved monthly targets; Administrated policies; Controlled payment.
Wrote, executed and closed projects; Recruited staff; Controlled budgets; Met deadlines; Lead and motivating project team; Overcame unpredictable obstacles; Carried out risk assessments; Controlled quality standards demanded on the project; Hired and monitored sub-contractors; Reported to director.
Organized sales visits; Presented products; Negotiated with clients; Sold products; Controlled payment; Received orders, packed and delivered the products; Dealt with reclamation.
