To record & underline prospective clients in order to ensure sale-out the company financial products.
Make an approach to the prospective clients to obtain facts in order to design a suitable financial plan according to the need of customers.
Prepare daily activities report and submit it to the line manager.
In 1990, the Government of Pakistan reopened the life insurance business to the private sector organisations and EFU Life Assurance Ltd started operations in November 1992 as the first private sector life insurance company. In early 1993, EFU Life commenced its Group life insurance business and by March 1994, the company began writing its individual life business.