Associate - Presales
2 weeks ago
Key Responsibilities:Pipeline Management: Collaborate with the sales team to develop and maintain a strong sales pipeline. Track and monitor leads to ensure consistent follow-ups and timely closures. Identify potential clients through research and proactive outreach.
Lead Qualification: Conduct initial qualification of leads to assess their needs and potential. Understand client requirements and align them with suitable insurance solutions. Coordinate with the sales team to ensure smooth handover of qualified leads.
Client Engagement: Develop and implement client engagement programs to maintain interest and build relationships. Regularly communicate with prospects through calls, emails, and meetings to nurture leads. Address initial client queries and provide information about insurance solutions.
Sales Support: Maintain accurate records of client interactions and progress in CRM systems. Market and Product Knowledge: Stay updated on industry trends and competitor offerings. Gain in-depth knowledge of the company's insurance products and solutions.
Desired Skills and Competencies:
- Strong verbal and written communication skills.
- Relationship-building mindset with a customer-centric approach.
- Basic understanding of insurance products (preferred but not mandatory).
- Ability to multitask and manage time effectively.
- Proficiency in MS Office (Word, Excel, PowerPoint) and CRM software.
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