Job Description (JD) – FLS (Financial Life Specialist)
Position: Relationship Officer
Industry: Insurance / BFSI
Channel: Direct Channel
Age: 25 to 38 years
Education: Graduation (Mandatory)
Experience: Minimum 1 year+
Previous Industry Experience:
Insurance / BFSI
Liability Sales Profiles only:
FD (Fixed Deposit)
RD (Recurring Deposit)
CASA
Life Insurance (LI)
General Insurance (GI)
Health Insurance (HI)
CTC: ₹2.25 LPA to ₹3.5 LPA (as per experience & performance)
Acquire and manage new customers through direct sales.
Sell insurance and BFSI liability products as per company guidelines.
Maintain long-term relationships with clients to ensure repeat business.
Achieve assigned sales targets on a monthly and quarterly basis.
Conduct customer meetings and provide suitable financial solutions.
Ensure proper documentation and compliance with company policies.
Coordinate with internal teams for smooth policy issuance and servicing.
Strong communication and interpersonal skills
Sales-oriented mindset with customer focus
Basic knowledge of insurance & BFSI products
Ability to work independently and achieve targets