Job Description



Identify & approach prospects using referrals from local community, personal contacts, established professional network, and leads or prospects provided by AXA

Achieve targets through set KPIs and objective

Determine clients’ particular protection needs and financial situation by scheduling face to face appointments

Provide positive impact to clients by determining their evolving financial & protection needs during their lifetime, these include insurance, savings, and retirement plans

Identify potential cross-selling opportunities of new products

Ensure consistent multi-equipment protection solutions consisting of Life, Health and General insurance products to clients

Maintain full compliance of department to AXA standards and reactivity/contribution to all compliance processes

Advance product knowledge through regular training and on the job learning.

Maintain knowledge on all competitor products and services and analyze all advantages and disadvantages for various products

Document and maintain all records of sales activities and provide updates as required.

Ensure renewals are being met in time and that their reports are being delivered to the management

Abide to all underwriting requirements and maintain records