- Atteindre les objectifs de vente des produits d'épargne individuels.
- Établir et entretenir des relations solides avec courtiers et agents.
- Posséder une expertise en produits d'épargne et compétences en vente.
- – Manage client relationships, ensuring 95%+ retention and contract renewals.
- – Identify and close new business opportunities, owning the full sales cycle.
- – Analyze market trends to deliver data-driven workforce solutions and strategies.
- – Initiate contact with potential customers through inbound and outbound inquiries
- – Conduct discovery calls to understand customer needs and route opportunities
- – Maintain and grow prospect database while collaborating on online demos