Insurance Advisor

4 days ago


Pune, India Wings Global Services Full time

Job Overview We are seeking a motivated Insurance Advisor to join our team in Pune. As a fresher-level position, this full-time role is ideal for candidates with 0 to 1 year of work experience. You will play a pivotal role in expanding our client base through strategic lead generation and foster strong customer relationships. This role requires knowledge in insurance sales and cross-selling techniques to drive business growth. Qualifications and Skills Proficiency in cold calling to engage potential clients and generate business leads effectively. Strong capability in lead generation with the ability to identify potential customers and cultivate long-term relationships. Experience in customer relationship management to maintain and strengthen client engagement and satisfaction. Focus on insurance sales with a deep understanding of policies and products to meet client needs efficiently. Skilled in cross-selling techniques to offer complementary products and enhance customer value. Excellent communication and interpersonal skills to build robust working relationships with diverse clientele. Adaptability to learn and apply new strategies quickly in a dynamic and fast-paced environment. Driven and self-motivated with a passion for achieving and exceeding targets and business goals. Roles and Responsibilities Identify prospective clients and initiate first contact through cold calling and follow up on leads. Engage with clients to understand their insurance needs and provide tailored solutions to match those requirements. Maintain up-to-date knowledge of all insurance products and policies to inform and educate clients effectively. Develop and maintain strong client relationships while striving to exceed their expectations and ensure client retention. Achieve sales targets by strategically positioning insurance offerings and capitalizing on cross-selling opportunities. Collaborate with the team to align sales strategies with business goals and enhance overall performance. Keep comprehensive records of client interactions and transactions, reporting on activity and trends to senior management. Participate in training sessions and stay updated with industry developments to continuously improve sales techniques.


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