Bajaj Allianz - Consultant - Insurance (0-8 yrs)

Step 1: Build a Prospect List

- Start with your personal network-family, friends, colleagues, and acquaintances.

- Use social media platforms and networking events to connect with potential clients.

- Focus on identifying people who are financially aware and interested in long-term investments or insurance plans.

Step 2: Understand Client Needs

- Schedule meetings to understand their financial goals, such as child education, retirement, or wealth creation.

- Ask open-ended questions and listen carefully to their concerns and requirements.

Step 3: Recommend Suitable Plans

- Match their needs with Bajaj Allianz plans that offer value.

- Explain the benefits, including life cover, tax savings, and potential returns.

- Highlight flexibility in premium amounts, starting at - 25,000 per year.

Step 4: Showcase Your Credibility

- Share success stories or testimonials from existing clients.

- Explain how Bajaj Allianz is a trusted brand with reliable plans.

Step 5: Follow Up Regularly

- Keep in touch with prospects who need time to decide.

- Share reminders about financial deadlines like tax-saving season or policy benefits.

Step 6: Focus on Volume and Quality

- Aim to secure at least 24 policies with an average annual premium of - 25,000 to achieve the - 6 Lakh target.

- Focus on larger premium cases by targeting high-income clients for faster progress.

Step 7: Leverage Referrals

- Request satisfied clients to refer you to friends and family.

- Offer small incentives like free consultations or gift vouchers to encourage referrals.

Step 8: Stay Consistent and Motivated

- Set daily or weekly activity goals (e.g., meet 5 prospects daily, close 2 policies weekly).

- Celebrate small wins and keep yourself motivated to stay on track.