Job Description

Key Responsibilities:

Prospecting and Lead Generation:

Actively seek out new clients through networking, referrals, and cold calling to expand the customer base.

Client Consultation:

Conduct thorough needs assessments with potential and existing clients to understand their financial situations and risk profiles.

Policy Presentation and Sales:

Explain the features, coverage, and terms of various insurance products clearly and persuasively, guiding clients to make informed decisions and closing sales.

Relationship Management:

Build and maintain strong, long-lasting client relationships by providing ongoing support and addressing queries or concerns promptly.

Policy Servicing:

Assist clients with policy renewals, modifications, and the claims process to ensure a seamless experience.

Performance Tracking and Reporting:

Meet and exceed sales targets and quotas, and maintain accurate records of client interactions and sales activities in a CRM system.

Market Awareness:

Stay informed about industry trends, new products, and regulatory changes to provide up-to-date advice and maintain compliance.
Job Type: Full-time

Pay: ₹20,000.00 - ₹30,000.00 per month

Experience:

Insurance sales: 1 year (Required)
Work Location: In person