The primary role of an LIC agent involves finding and identifying potential customers and scheduling meetings with them.
Assess the customer’s financial requirements and help them recognize the importance of life insurance — whether it’s for family income protection, children’s education or marriage, or retirement planning.
Recommend the most suitable insurance plans that align with the customer’s identified needs and goals.
Convince the client that the proposed plan is the best option for their situation and secure their agreement to proceed.
Deliver prompt and effective post-sale support, including policy servicing and assisting with claims when needed.
