Client consultation and coordination on calls and emails.
To identify potential clients through various channels such as networking, referrals and cold calling.
To develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.
To negotiate with the clients and close the deals to achieve the set goals
Stay updated on industry trends, market conditions and market competition
Manage leads, track sales activities, and generate reports for management review.
Participate in regular sales meetings, training sessions, and performance reviews to continuously improve sales techniques and product knowledge.
Liaising with companies to negotiate competitive insurance premiums
Offering specialised insurance advice to clients

BTW Financial Services & IMF PVT LTD is a Mutual Fund distributor & Insurance Service provider. BTW Financial Services and IMF Pvt Ltd is your trusted partner for a wide spectrum of financial services, encompassing insurance marketing, and the distribution of various financial products. As an Insurance Marketing Firm (IMF),we specialize in marketing and distributing insurance products, offering a diverse range of insurance options for individuals and businesses. We are dedicated to simplifying complex financial processes, providing access to insurance products, and fostering financial security and growth for all our clients.