Financial Service Consultant

Max Life Insurance

  • Aurangabad, Maharashtra
  • Permanent
  • Full-time
  • 10 days ago
Job DescriptionPositionDeputy ManagerNo. of PositionsDepartmentCATFunctionLoyaltyReporting toBranch ManagerBand5BLocationBangalorwComp.Key Responsibilities: Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones Contact potential clients and create rapport by networking, cold calling, using referrals etc Appraise the wishes and demands of business or individual customers and sell the suitable protection plans Collect information from clients on their risk profiles in order to offer them the proper solution Prepare reports to shareholders on the success of your business endeavors Retain continuous awareness of transactions, sales and terms and keep relative records Check insurance claims to solidify trust and safeguard reputation Frequently replenish job-specific knowledge and apply it on the field Fulfill all company-established policy obligationsRequirements and skills Proven experience as an Insurance Sales Representative Good comprehension of insurance plans including automobile, fire, life, property, medical etc. Ability to work with computers and understand and interpret standard statistical findings Goal-oriented Excellent skills in communication and presentation Experience in delivering client-focused solutions and in creating long-lasting relationshipsEssential qualifications and experience: Certifications in Financial markets Like - AMFI / CFP Minimum 2 Yrs. of experience of direct channelCompetence required:Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customersJob DescriptionPositionDeputy ManagerNo. of PositionsDepartmentCATFunctionLoyaltyReporting toBranch ManagerBand5BLocationBangalorwComp.Key Responsibilities: Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones Contact potential clients and create rapport by networking, cold calling, using referrals etc Appraise the wishes and demands of business or individual customers and sell the suitable protection plans Collect information from clients on their risk profiles in order to offer them the proper solution Prepare reports to shareholders on the success of your business endeavors Retain continuous awareness of transactions, sales and terms and keep relative records Check insurance claims to solidify trust and safeguard reputation Frequently replenish job-specific knowledge and apply it on the field Fulfill all company-established policy obligationsRequirements and skills Proven experience as an Insurance Sales Representative Good comprehension of insurance plans including automobile, fire, life, property, medical etc. Ability to work with computers and understand and interpret standard statistical findings Goal-oriented Excellent skills in communication and presentation Experience in delivering client-focused solutions and in creating long-lasting relationshipsEssential qualifications and experience: Certifications in Financial markets Like - AMFI / CFP Minimum 2 Yrs. of experience of direct channelCompetence required:Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers

Max Life Insurance