Financial Services Representative

20 hours ago

Kannur, Kerala, India beBeeInsurance Full time ₹ 1,80,00,000 - ₹ 2,80,00,000
Insurance Sales Professional

We are seeking an experienced and results-driven Insurance Sales Professional to join our team. In this role, you will be responsible for managing and selling insurance products to clients through various channels.

  • Sales and Business Development:
    • Work closely with Relationship Managers (RMs) to drive the sales of insurance products.
    • Promote and sell insurance products to existing and potential customers through RMs 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.

Training and Development:

  • Participate in ongoing training programs to stay current with industry trends and product knowledge.
  • Share best practices and knowledge with team members to improve overall performance.

Requirements:

Qualifications:

  • 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.
  • Ability to work independently and as part of a team.

Experience:

  1. Minimum 5 years 'experience in life insurance sector.

Functional Competencies:

  • Full-time position, typically within standard office hours.
  • May require occasional travel outside the present location to meet clients or attend training sessions.

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