Job Description

Key Result Areas1. Client Sourcing and building potential sales pipeline & database and build long-term relationships with them2. Approaching clients via cold calling and direct mail to enquire about their insurance investment and their future financial needs3. Scheduling appointments with the clients and conducting meetings to gather financial information and understand their objectives and determining the extent of present coverage and investments.4. Determining clients' particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments5. Conducting in-depth financial assessments to understand clients' financial goals, risk tolerance, and investment objectives.6. Developing and presenting comprehensive financial plans, including retirement planning, investment strategies, and risk management.7. Utilizing knowledge of income tax investment strategies and advising client on tax planning8. Recommending appropriate insurance products to clients, such as life, health, property, casualty, and other types of insurance9. Building client relationships foster long-term relationships and trust with the clients by offering continuous advice, reviewing clients' insurance needs over time and recommending policy updates as necessary10. Providing risk management advice by helping clients identify potential risks and suggest insurance products or policy adjustments.11. Conducting policy reviews by periodically reviewing clients' policies to ensure the insurance coverages are still suitable for their customers' changing circumstances and financial goals12. Collaborating with clients to review and adjust financial plans based on life events, economic shifts, or regulatory changes.13. Educating and creating awareness with clients on financial products, market trends, and investment opportunitiesCompetencies1. Good interpersonal and communication skills2. Good experience in B2C and retail sales in banking and insurance sector3. Ability to build and maintain relationships with clients.4. Good knowledge of financial planning principles, investment products - insurance, mutual funds, Bonds', Fixed Deposit, Pension plan, Retirement plan and others5. Good knowledge of income tax regulations and normsCareer Growth- Unlimited earning capacity (Commission basis), Target based incentives, Flexible Work-Life Balance, Access to Diverse Products, Learning from Experienced Leaders, Recognition for Outstanding Performance, Overseas travel.Interested candidates to share CV . We will schedule interviews with the shortlisted candidates. Immediate joiners will be preferred. Candidate present location to be Delhi /NCR only. (ref:updazz.com)

updazz .com