Job Title: Sales Agent
Key Responsibilities:
- Acquire new retail clients through field prospecting.
- Promote Life Insurance, Health Insurance, Mutual Funds, and SIPs.
- Conduct client meetings and provide after-sales support.
- Achieve monthly sales, premium, and SIP targets.
- Recommend suitable products based on client needs and risk profiles.
- Ensure accurate onboarding and KYC compliance with SEBI, AMFI, and IRDAI guidelines.