WalkIn Mega Drive _ Direct Channel _ Life Insurance

What You Get to Do Here

• Increase top-of-funnel by driving periodic BTL activities and generating referrals

from prospects.

• Maximize virtual and physical connects with qualified prospects.
• Adopt need-based selling by tailoring recommendations to customer profiles.
• Assist and coordinate with customers to facilitate smooth policy issuance.
• Follow up rigorously and timely on all work-in-progress prospects.
• Update prospect information and track performance on LMS/VYMO.
• Ensure all procedural requirements for policy issuance are complete and

accurate.

• Track policies logged in the branch to ensure speedy issuance.
• Provide correct and complete product information to ensure transparency.

Day-to-Day Deliverables

• Daily monitoring and updating of leads in LMS.
• Report daily activity to supervisor.
• Service existing clients.
• Maintain assigned renewals data.
• Achieve persistency targets.