Direct Sales Consultant

Responsibilities:

• Determine clients’ particular protection needs and financial situation by scheduling face to face appointments
• Provide positive impact to clients by determining their evolving financial & protection needs during their lifetime, these include insurance, savings, and retirement plans
• Identify potential cross-selling opportunities of new products
• Ensure consistent multi-equipment protection solutions consisting of Life, Health and General insurance products to clients
• Maintain full compliance of department to AXA standards and reactivity/contribution to all compliance processes
• Advance product knowledge through regular training and on the job learning.
• Maintain knowledge on all competitor products and services and analyze all advantages and disadvantages for various products
• Document and maintain all records of sales activities and provide updates as required.
• Ensure renewals are being met in time and that their reports are being delivered to the management
• Abide to all underwriting requirements and maintain records