1. Prospecting and Client Acquisition
Identify and approach potential clients within assigned territories and networks.
Engage individuals, families, professionals, and businesses to promote Metropolitan Life's insurance solutions (life, savings, investment-linked, etc.).
Leverage local community engagement, referrals, and partnerships to build a strong client base.
2. Client Needs Assessment and Solution Offering
Conducted financial needs analysis for clients and advised suitable insurance and investment products tailored to their goals.
Present solutions clearly, highlighting Metropolitan Life’s value-added benefits and long-term impact.
3. Sales Target Execution
Consistently meet or exceed monthly and quarterly sales targets set by the branch.
Convert leads into policyholders through professional selling and follow-up strategies.
4. Client Relationship Management
Build and nurture long-term relationships with clients through regular follow-ups, policy reviews, and value-added