Investment Insurance Specialist

1 day ago


Ajmer, Rajasthan, India beBeeInsurance Full time ₹ 60,00,000 - ₹ 1,80,00,000
Financial Expert - Insurance Specialist

This role involves managing and selling insurance products to clients through our various channels.

As a key member of our team, you will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

  • Develop new business opportunities through networking and referrals.
  • Achieve sales targets and contribute to the overall targets with self and team.

Responsibilities:

  1. Assess clients' insurance needs and provide suitable recommendations.
  2. Explain insurance policies and coverage options to clients clearly and effectively.
  3. Conduct regular follow-ups with clients to ensure satisfaction and retention.

Requirements:

  • Bachelor's degree in finance or a related field.
  • Proven experience in sales, preferably in the banking or insurance industry.
  • Strong knowledge of insurance products and services.
  • Excellent communication and interpersonal skills.


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