Key Responsibilities :
• Client Consultation : Meet with clients to assess their life insurance needs, understand their financial goals, and explain policy options.
• Policy Recommendation : Recommend and customize policies to suit client needs, budget, and objectives.
• Sales & Business Development : Generate new business through referrals, networking, and marketing efforts, while meeting sales targets and following up with clients.
• Administrative Tasks : Maintain accurate records, assist with applications, policy changes, and claims, and coordinate with underwriters.
• Ongoing Client Support : Provide ongoing advice, help with policy updates, and stay informed on industry trends.
• Compliance & Ethical Practices : Adhere to regulatory guidelines, maintain transparency, and stay updated on laws and regulations.
Qualifications :
• Education : Preferred degree in finance, business, or a related field.
• Skills : Strong communication(English,Telugu & Hindi) , financial knowledge, problem-solving abilities, and ability to meet clients in person to explain policies effectively.
Job Type: Full-time
Pay: ?13,000.00 - ?25,000.00 per month
Schedule:
• Day shift
Supplemental Pay:
• Performance bonus
Education:
• Bachelor's (Preferred)
Experience:
• Life Insurance: 1 year (Preferred)
Language:
• English,Telugu & English (Preferred)
Work Location: In person
Speak with the employer
+91 9059504839
Expected Start Date: 25/12/2024
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