Insurance Advisor Job Vacancies in Thiruvananthapuram

Key Responsibilities:Identify client needs and provide tailored financial solutions across insurance, investment, and savings products.Sell life, health, or general insurance policies based on client requirements.Build a portfolio of clients through cold calling, networking, referrals, and existing databases.Provide after-sales service, including policy servicing, renewals, and claims assistance.Educate clients about various financial products, market trends, and regulatory updates.Maintain accurate records of sales, leads, and customer interactions in CRM systems.Meet or exceed monthly/quarterly targets for sales, revenue, and customer retentionStay updated on insurance products, financial instruments, and competitor offerings.Collaborate with internal departments like underwriting, claims, and customer service to ensure a smooth client experience.

Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/ Education or Any other sales.

Recruiting and Building a high performing distribution network of Financial Consultants (FCs)Training, motivating and driving these certified financial consultants (agents) to sell insuranceMeeting prospective customers with FCs to sell insurance solutionsProviding pre and post sales support (e.g. claim settlement)Ensuring quality of business and persistency (renewals of premium)

Dear Candidates, opening for all Kerala Post- Relationship OfficerAge -22-35Sector -Banking Insurance-convert bank customers to insurance

Description Responsible for business target achievement through sale of life insurance products to customers of partner branched Responsible for branch activation & lead generator (LG) activation through regular engagement with partner branch staff. Conduct regular sales activities within branch and catchment areas to generate leads from territory. Maintain discipline & rigor of daily sales activities DSR & LMS input. Ensure adherence to end to end business process with in the specified timelines. Adhering to regulatory requirements & monitoring quality of business. Ensure timely resolution of queries and complaints, and controlling the instances of adverse customer experience.Skill & Knowledge required Should be presentable with good communication skills. Should be good at relationship building/management. Should have excellent communication, inter personal and managerial skills. Should have understanding of Insurance and related financial market products. Local navigation skills of Present city. Ability to work effectively in highly demanding and competitive environment.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation

Job Purpose:The Branch Head - Direct Channel is responsible for leading, managing, and driving sales performance through direct sales channels at the branch level. The role involves ensuring that the direct sales team meets or exceeds sales targets, maintains high customer service standards, and follows operational guidelines.Key Responsibilities:Team Leadership & Management:Lead and manage the direct sales team to meet branch sales targets.Provide coaching, training, and performance management to the sales team members.Conduct regular team meetings to review targets, performance, and resolve issues.Motivate and drive the team to achieve high productivity levels and maintain positive morale.Sales Performance & Target Achievement:Ensure the direct channel team achieves monthly, quarterly, and annual sales targets.Monitor sales performance on an ongoing basis and identify opportunities to improve sales.Implement strategies to optimize the sales pipeline and increase conversion rates.Analyze sales data and identify trends to forecast and adjust sales goals effectively.Customer Relationship Management:Oversee the development and maintenance of strong customer relationships.Ensure that customer queries and issues are resolved in a timely and efficient manner.Implement customer retention strategies to enhance customer satisfaction and loyalty.Operational Excellence & Compliance:Ensure adherence to company policies, procedures, and regulatory requirements.Oversee day-to-day branch operations to ensure smooth functioning of direct sales activities.Manage inventory, ensure proper documentation, and maintain accurate sales records.Collaboration & Cross-Functional Coordination:Work closely with marketing, product, and support teams to align sales strategies and meet customer needs.Collaborate with other branches or departments for shared resources and best practices.Report regularly to senior management on team performan

Dear All,We are hiring for the leading life insurance company. Channel - BancaJob Responsibility-Responsible for managing a key relationship of a very reputed and demanding Bank.Responsible for managing overall business for assigned area (4-5 branches) which involves business development, sales, relationship management, operational and training support, identifying new business opportunities and meeting overall target assigned on new business.Responsible to establish productive, professional relationship with key personnel of assigned business vertical.Requirements- Min 6months exp in bfsi sales is mandatory.Qualification- Min GraduationAge - 22 to 35yrsCTC - up to 3LPA plus good incentives and other benefitsLocations: Aluva, VytillaInterested one's please share your resume on 9759214470 or else mail on skywingsadvisors38@gmail.comRegardsAnjali