Achieve Success as a Customer Service and Sales Representative

3 days ago


Kolkata, West Bengal, India beBeeRepresentative Full time ₹ 5,00,000 - ₹ 10,00,000

Customer Service and Sales Representative

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As a Customer Service and Sales Representative, you will play a vital role in building and maintaining relationships with our existing customers. You will be responsible for providing exceptional customer service, identifying financial goals, and offering financial planning assistance.

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  • Establish strong relationships with allocated customers and provide ongoing support to ensure retention.
  • Act as the single point of contact for customers, addressing any queries or complaints promptly and professionally.
  • Identify cross-sell and up-sell opportunities and focus on increasing sales revenue.
  • Work closely with the team to achieve business goals and targets.
  • Ensure timely completion of tasks and updates to the CRM system.
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Required Skills and Qualifications:

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  • Minimum 6 months experience in life insurance sales or related field.
  • Excellent communication and interpersonal skills, with ability to build rapport with customers.
  • Basic computer knowledge and proficiency in CRM systems.
  • Good understanding of financial planning and services offered by the company.
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Benefits:

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  • Competitive salary and bonus structure.
  • Ongoing training and development opportunities.
  • Opportunities for career advancement and growth.
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Role Details:

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  • Full-time permanent position.
  • Based in [Location].
  • Reports to [Manager's Name].


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