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Insurance Advisor - Life, Health & Travel Insurance @ Financial Services

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 Insurance Advisor - Life, Health & Travel Insurance

Job Description

1. Client consultation and coordination on calls and emails
2. To identify potential clients through various channels such as networking, referrals, and cold calling.
3. To develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.
4. To negotiate with the clients and close the deals to achieve the set goals
5. Stay updated on industry trends, market conditions and market competition
6. Manage leads, track sales activities, and generate reports for management review.
7. Participate in regular sales meetings, training sessions, and performance reviews to continuously improve sales techniques and product knowledge.
Proficient in Microsoft Office Suite (Word, Excel).

Job Classification

Industry: Insurance
Functional Area / Department: BFSI, Investments & Trading
Role Category: General Insurance
Role: Insurance Agent / Advisor
Employement Type: Full time

Contact Details:

Company: Btw Financial Services
Location(s): Mumbai

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Keyskills:   Client consultation cold calling report generation Relationship Building sales

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Financial Services

BTW Financial Services & IMF offers a variety of insurance-related services in addition to marketing financial products, acting as a comprehensive financial advisor. Our commitment to exceptional communication practices ensures that we not only meet but exceed the expectations of those who entru...