Insurance Sales

Key Responsibilities:

1. Customer Acquisition:

   • Proactively acquire customers from the branch's vicinity through customer acquisition activities, data collection, and personal references.

   • Identify and approach potential clients to grow the customer base.

2. Product Sales and Financial Advisory:

   • Offer financial planning services by recommending appropriate products such as Mutual Funds, Corporate Fixed Deposits, Term Insurance, Health Insurance, and Life Insurance.

   • Customize solutions based on the customer’s needs and financial goals.

3. Customer Relationship Management:

   • Build and maintain strong relationships with customers by offering excellent post-sales service and timely advice on portfolio adjustments.

   • Engage in regular communication to keep customers informed of new product offerings and market trends.

4. Referrals and Network Expansion:

   • Leverage relationships with existing customers to generate high-quality leads and referrals to expand the company’s customer base.

5. Adherence to Ethical Practices:

   • Ensure that all recommendations and sales align with customer requirements and financial suitability.

   • Avoid any form of mis-selling or misguiding customers to maintain the company’s integrity and reputation

• It is a Full Time Field Sales job for candidates with 0 - 6+ years Experience.