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What do pre-sales consultants in the insurance industry probably do?
Let me be more clear:

If you must define pre-sales, define pre-sales service first.

Pre-sales service refers to a series of services and transaction execution provided in the pre-sales stage (in a narrow sense, before signing the sales contract) to support the sales activities of the project, including consulting services and transaction execution (customer demand analysis, problem and pain point diagnosis, business scenario analysis and process optimization, solution design, etc.). ) and communication services and transaction execution (exploration, speech and demonstration, response, field control, etc.). ).

To understand pre-sales service, the definition of "pre-sales consultant" is very simple, that is, engineers and professionals who have a set of methods and strategies to complete pre-sales service.

As for what is "pre-sales support", it is simpler, that is, pre-sales service support provided by pre-sales consultants, that is, pre-sales support. Of course, sometimes "pre-sales support" means that "pre-sales consultant" is a position, which is also possible.

These are not my answers, but excerpts from a new book, Past Business Wars: Records of Solution Sales and Pre-sales Consultants. After reading it, this doubt is solved.

Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.