Sales Advisor
Momentum
Total years of experience :2 years, 2 Months
Sell short term insurance to clients that call in or referrals from brokers.
Make calls to existing clients
Enquire if the would like to update the insurance and investment portfolio
Set up appointments with interested parties and attend meeting
Return with relevent documents and hand over to admin department
Processing of online banking applications
Cold calling potential clients to set appointments to market an online trading platform
Attending appointment and performing a needs analysis
Closing the deal and training the employees on the product
Maintaining relationship