Insurance Advisor

Closely monitor the respective HL data basis below point:

o “Pre sanction customers” not to be targeted

o “Post sanction customers”- Tele-call & fix the appointment to meet all the

customers mapped with the help of HLE’s.

o Please refer to the tele-calling pitch before contacting

 Build a good rapport with HLEs and ensure 100% joint call with HLEs.

 Basis HL data, FSA’s to meet 4-5 customers.

 Before the meeting, executive needs to fill in the below details in PFR so that

time is saved

o Customer details like Name, DOB, and Contact Details.

o Home loan account no, amount & HL cover required

o Spouse & Children’s name & age.

 Ensure PFR on every call. If 1 st call is a Joint Call with HLE, then either

do PFR once HLE has left or do PFR in the next call.

 Below points to be taken care while doing PFR (please refer the PFR

script for your reference)

o Meeting opening & rapport building

o Tax implication- 24B, 80C, 80D, 80CCF etc.

o Liability Calculation- HL Liability, Household Expenses, Childs

Education & Marriage Liability

o Saving needs/ Future Value- Childs Education/ Marriage, Retirement

o Collect data for selling Motor Insurance, Health Insurance & FD.

o Take References

 Ensure that PFR 1 pager is properly filled and documented & filed, till

LMS is live. Post that PFR to be recorded in LMS.

• It is a Full Time Field Sales job for candidates with 0 - 6 months of experience.