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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 for his needs and ask for the order.
After Sales Service : Provide efficient after sales service and claims settlement.

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