insurance advisor

  • icon job experience 0 - 1 Years
  • icon job opening 50 Openings
  • icon salary Not Disclosed
  • icon job location Mumbai
  • icon job posting Posted 4 days ago

Job Description

1. Client consultation and coordination on calls and emails

2. To identify potential clients through various channels such as networking, referrals, and cold calling.

3. To develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.

4. To negotiate with the clients and close the deals to achieve the set goals

5. Stay updated on industry trends, market conditions and market competition

6. Manage leads, track sales activities, and generate reports for management review.

7. Participate in regular sales meetings, training sessions, and performance reviews to continuously improve sales techniques and product knowledge.

Experience : 0 - 1 Years

No. of Openings : 50

Education : Any Bachelor Degree, B.Com

Role : insurance advisor

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

About BTW Financial Services and IMF Pvt Ltd

We are a team of dedicated financial advisors who upholds the highest standards of professionalism, unwavering integrity, and embraces an innovative culture. We excel at providing a range of financial products and services to meet the needs of our clients. As experienced financial consultants, we work with different insurance companies to provide our clients the best possible coverage options. We ensure a comprehensive approach to our clients financial well-being with our services, which includes health, life, travel insurance, and Mutual Funds.
Read More...

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