Insurance Product Specialist

18 hours ago


Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 40,00,000
Investment Manager Role Overview

Seeking an experienced Investment Manager to join our team and drive the growth of our insurance business. The successful candidate will have a strong track record in sales and a deep understanding of insurance products and services.

About the Job

This is a full-time position, typically within standard office hours. However, occasional travel may be required to meet clients or attend training sessions.

Responsibilities:
  1. Sales and Business Development:
  • Work closely with Relationship Managers to drive the sale of insurance products.
  • Promote and sell insurance products to existing and potential customers.
  • Achieve sales targets and contribute to the overall targets of the business.
Client Consultation:
  • Assess clients' insurance needs and provide suitable recommendations.
  • Explain insurance policies and coverage options to clients clearly and effectively.
Customer Service:
  • Provide exceptional customer service and support to clients regarding their insurance policies.
Compliance and Documentation:
  • Ensure all insurance transactions comply with company regulations and policies.
Requirements

The ideal candidate will have:

  • A Bachelor's degree in finance, business administration, 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.

In addition, we are looking for candidates with a minimum of 5 years' experience in the life insurance sector. Fresher candidates from insurance institutes will also be considered.



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