Work done -I worked as an agent for life insurance, personal accidents, serious illnesses, etc. -Acquisition of high-profile clients through different means such as a center of influence, telemarketing and referrals. -Arrangement of virtual or face-to-face appointments in order to carry out the consultative sale, detect the client's need and proceed to present an ideal plan. - Carry out administrative activities such as designing plans
-Cold approach, placement of credit cards, filing applications, sale of insurance, purchase of portfolio. -Capture the largest number of customers in order to reach the goal proposed by the bank.
Works performed -Cold boarding at a fixed point. -Persuade the client to acquire services offered by the Company. -Carry out administrative activities and legalization of contracts.