Last Date 21 Aug 20
Prospecting: Identifying the prospective customers and fixing appointment.
Need Analysis: Identifying the needs and getting the prospect agree that need exists. (i.e. Family Income Provision, Children Education and Marriage Provision or Retirement Income Provision.)
Plan Presentation: Suggesting suitable plans that fulfill the needs as agreed by the prospect.
Closing the Sale: Convincing the prospect that you have suggested the best possible solution…
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