Sales Associate

7 days ago


Rourkela Cuttack Balasore, India Lineup Manpower Solutions Private Limited Full time

Job Description Mahindra Insurance broking Des :Sales Associate Ctc :4 lpa Key Responsibilities - Lead Generation and Sales:Proactively identify and contact potential clients through networking, cold calling, and referrals to expand the customer base. - Client Needs Assessment:Interview prospective clients to gather information about their financial situations and risk profiles, in order to appraise their needs and offer suitable protection plans. - Product Expertise and Customization:Explain the features and terms of various insurance policies (including life, health, motor, and SME insurance) and customize programs to suit individual client requirements. - Relationship Management:Build and maintain strong, long-lasting relationships with new and existing clients to ensure customer satisfaction and foster policy renewals. - Documentation and Reporting:Prepare sales contracts, maintain detailed records of client interactions and transactions, and prepare reports on business performance for management and compliance purposes. - Claims Assistance:Guide clients through the insurance claims process to solidify trust and provide end-to-end service. - Market Awareness:Continuously replenish job-specific knowledge and stay updated on industry trends and changes in regulations (IRDAI) to provide informed recommendations. - Marketing Activities:Participate in local marketing activities to increase customer footfall and brand penetration in the assigned region.



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