Mutual Fund Life insurance Health insurance General insurance
Job Title: Insurance & Investment Manager (Sales) Location: Agra, Uttar Pradesh Experience Required: Minimum 1 year in Insurance or Investment sector About Us: We are a growing financial services firm specializing in ULIPs, life insurance, health insurance, vehicle insurance, mutual funds, and comprehensive financial planning solutions. Our mission is to guide individuals and families toward financial security through trusted advice and tailored solutions. Role Overview: We are looking for an enthusiastic and experienced Insurance & Investment Manager to join our expanding team. The role primarily involves sales and client relationship management while providing clients with complete financial planning services. Key Responsibilities: Identify and reach out to potential clients to generate leads. Schedule and set up meetings with prospective clients to discuss financial planning solutions. Explain and promote products such as life, health, vehicle insurance, ULIPs, and mutual funds. Build and maintain strong client relationships through follow-ups and consistent engagement. Work towards achieving sales and business development targets. Collaborate with the team to provide seamless client support and service. What We Offer: Training and upskilling on products and services. A supportive, growth-oriented work environment. Attractive incentives and rewards for high performance. Career development opportunities within the financial services sector. Who We’re Looking For: At least 1+ years of experience in the insurance or investment sector. Strong sales and communication skills. Ability to build long-term client relationships. A motivated individual with a passion for financial planning. Open to learning and growing with the firm. If you’re ready to take the next step in your career and want to be part of a dynamic, client-focused financial firm, we’d love to hear from you! 👉 Apply now and grow with us!