Wealth Channel

1 month ago


pune, India Amrit Consultancy Pvt Ltd Full time
We are looking for a competitive Insurance Agent to generate new business by contacting potential customers. You will sell solicit differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers portfolio.The goal is to build up strong positive relationships to ensure growth attainment and increase our firm s reputation.
Responsibilities
  • Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
  • Breed productive relationships to create a pool of prospective clients from various sources by networking cold calling using referrals etc
  • Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria
  • Work with clients to deliver risk management strategies that fit their risk profiles
  • Report the progress of monthly/quarterly initiatives to stakeholders
  • Maintain bookkeeping systems database and records
  • Monitor insurance claims to ensure mutual satisfaction
  • Achieve customer acquisition and revenue growth objectives
  • Constantly update job knowledge and learn about new products and services
  • Fulfill all policy requirements.

QualificationsExperience Range 3 7 Years

life insurance,revenue growth,marketing strategy,insurance sales,relationship building,sales,database management,customer acquisition,negotiation,risk management,record keeping,insurance


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