Life Insurance Solutions Advisor

2 days ago


Salem, Tamil Nadu, India beBeeCustomerBusiness Full time ₹ 5,00,000 - ₹ 10,00,000
Job Overview:

The role of Customer Business Developer is pivotal in identifying and addressing the financial needs of clients, recommending tailored life insurance solutions to optimize their investment and security.

Key Responsibilities:
  • Maintaining an accurate list of payrolls, scheduling appointments to explore customers' life-related investment and insurance requirements.
  • Selecting suitable products from the company's range, securing customer agreement to purchase while accurately completing sales documentation.

Preferred candidates possess experience in Life Insurance, though not essential. However, a strong understanding of insurance principles and product knowledge will be beneficial in delivering exceptional results.

Goals and Objectives:
  • Securing new customers through strategic utilization of bank databases, generating prospects, and fostering relationships with existing clients.
  • Completing sales by facilitating timely medical reports and ensuring prompt policy document issuance.
  • Exploring opportunities to develop new markets or segments aligned with the company's sales strategy.
Support Functions:
  • Coaching Relationship Managers and the bank sales team on company knowledge, products, services, and effective selling skills.
  • Accompanying them on client visits, modeling relevant behavior and expertise.


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