Financial Insurance Professional

1 week ago


Jamnagar, Gujarat, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 60,00,000
Insurance Product Specialist

We are seeking a highly skilled Insurance Product Specialist to join our team. The successful candidate will be responsible for managing and selling insurance products to clients through various channels.

  • The role requires expertise in insurance solutions, assisting clients in choosing appropriate insurance policies, and ensuring compliance with regulatory standards.

Key Responsibilities:

  • Work closely with relationship managers to drive the insurance business, products, and strategies.
  • Promote and sell insurance products to existing and potential customers through relationship managers mapped to you.
  • Achieve sales targets and contribute to the overall targets with self and team.
  • Develop new business opportunities through networking and referrals.

Client Consultation:

  • Assess clients' insurance needs and provide suitable recommendations.
  • Explain insurance policies and coverage options to clients clearly and effectively.
  • Assist clients with the application process and ensure proper documentation.

Customer Service:

  • Provide exceptional customer service and support to clients regarding their insurance policies.
  • Address client inquiries and resolve any issues or concerns related to insurance products.
  • Conduct regular follow-ups with clients to ensure satisfaction and retention.

Compliance and Documentation:

  • Ensure all insurance transactions comply with company regulations and policies.
  • Maintain accurate records of sales and client interactions in the system.
  • Stay updated with changes in insurance laws and regulations.

Qualifications:

  1. Bachelor's degree in finance, Business Administration, or a related field.
  2. Proven experience in sales, preferably in the banking or insurance industry.
  3. Strong knowledge of insurance products and services.
  4. Excellent communication and interpersonal skills.
  5. Ability to work independently and as part of a team.

Functional Competencies:

  1. Full-time position, typically within standard office hours.
  2. May require occasional travel outside the present location to meet clients or attend training sessions.
  3. Office-based with some flexibility to work outside the main office, depending on company policies.


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