Prospecting and Lead Generation: Actively seek out new clients through networking, referrals, cold calling, and other marketing strategies to build a customer base. Client Needs Assessment: Meet with potential and existing clients to evaluate their financial situations, existing coverage, and long-term goals to determine appropriate insurance needs. Product Education and Recommendation: Explain complex policy features, benefits, terms, and payment options in a clear, simple manner to help clients make informed decisions about suitable products (e.g., term, whole, or universal life policies, annuities). Sales and Policy Issuance: Guide clients through the application process, obtain necessary documentation, and collaborate with underwriters to ensure timely policy issuance and close sales.
Job Types: Full-time, Part-time, Fresher, Freelance
Contract length: 4 days
Pay: ₹5,000.00 - ₹60,000.00 per month
Benefits:
Flexible schedule
Health insurance
Leave encashment
Life insurance
Paid sick time
Provident Fund
Work from home
Application Question(s):
Minimum age 35
Education:
Bachelor's (Preferred)
Work Location: In person
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