Insurance Advisor
7 months ago
Position:
- Insurance Advisor
Location:
- Mumbai
**Responsibilities**:
- **1. Build relationships with clients and communities.**:
- **2. Provide solutions for short
- and long-term financial goals.**:
- **3. Convince customers to buy Insurance and Mutual Funds.**:
- **4. Ensure proper customer profiling on each call, to identify andunderstand his/her needs and accordingly recommend investment and Insuranceoptions.**:
- **5. Obtain appropriate documents / information from the client and ensure the formsare duly completed before logging the sale.**:
- **6. Determine clients’ financial needs and areas of improvement.**:
- **7. Determine future growth and help clients achieve financial security**:
- **.8. Develop prospects from current commercial customers, referral leads and sales and trade meetings.**:
- **9. Ensure sale is completed through / in line with the defined sales process.**
**Salary**: Up to ₹18,000.00 per month
**Benefits**:
- Cell phone reimbursement
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Performance bonus
Work Location: In person
-
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