This role involves the active engagement of clients/prospects through regular follow-up meetings and closed-door/exclusive events. All our consultants will be servicing existing clients with Aviva.
- Actively manage existing relationships with clients through regular interaction.
- Maintain a high level of sales performance through upselling and/or cross-selling Aviva’s financial products.
- Attend and/or run closed-door/exclusive events to enhance client engagement.
- Build deep understanding of clients’ financial portfolio in order to develop tailored solutions for clients.
- Service the leads, and existing policies for claims etc. as assigned effectively.