Promote and sell life insurance and related financial products—such as ULIPs, term plans, health insurance, mutual funds, and retirement plans—tailored to customer needs.
Understand client requirements and recommend suitable solutions, maintaining long-term client relationships and providing after-sales support.
Generate leads and referrals through your own network, cold calling, or prospecting; participate in training and workshops.
Some job descriptions also mention comprehensive financial analysis and personalized planning, especially in more specialized markets.