- Daily prospecting of the company Products to both individual and corporate institutions.
- Managing both new and existing customers' investment portfolios.
- Providing daily and weekly updates of both activity and Production reports to the Sales Supervisor or team lead.
- Prompt payment of all premium or cash received from Customers within 24hrs into the company's account.
- Any other duty as may be assigned by the Supervisor or team lead
Proven work experience as a sales representative
Excellent knowledge of MS Office
Familiarity with CRM practices along with the ability to build productive business professional relationships
Highly motivated and the target is driven with a proven track record in sales