Insurance Advisor

2 days ago


Mumbai Maharashtra, India Triedge Solution Full time

Position:

- Insurance Advisor

Location:

- Mumbai

**Responsibilities**:

- **1. Build relationships with clients and communities.**:

- **2. Provide solutions for short
- and long-term financial goals.**:

- **3. Convince customers to buy Insurance and Mutual Funds.**:

- **4. Ensure proper customer profiling on each call, to identify andunderstand his/her needs and accordingly recommend investment and Insuranceoptions.**:

- **5. Obtain appropriate documents / information from the client and ensure the formsare duly completed before logging the sale.**:

- **6. Determine clients’ financial needs and areas of improvement.**:

- **7. Determine future growth and help clients achieve financial security**:

- **.8. Develop prospects from current commercial customers, referral leads and sales and trade meetings.**:

- **9. Ensure sale is completed through / in line with the defined sales process.**

**Salary**: Up to ₹18,000.00 per month

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Performance bonus

Work Location: In person


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