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KREDIT Foundation
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Insurance Officer

Insurance Officer

KREDIT Foundation

1 - 5 years

0 Lacs

vadodara gujarat

Posted:2 days ago| Platform: Shine logo

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Skills Required

selling insurance client relationship management financial planning appointment scheduling strategic planning rate calculation

Work Mode

On-site

Job Type

Full Time

Job Description

As a Sales Insurance Agent, your role involves providing service to clients by addressing their changing insurance needs, including life, health, and disability insurance. You will be responsible for establishing productive working relationships with clients and developing a base for long-term sources of clients. This will require determining clients" specific needs and financial situations through fact-finding appointments to assess their current coverage and investments. Subsequently, you will develop a coordinated protection plan by calculating and quoting rates for immediate coverage and long-term strategy implementation. Key Responsibilities: - Sell life, health, and disability insurance to clients - Establish productive working relationships with clients - Develop a base for long-term sources of clients - Determine clients" specific needs and financial situations - Develop a coordinated protection plan by calculating and quoting rates Qualifications Required: - Must have a bike and valid driving license In addition, the company provides the following benefits: - Cell phone reimbursement - Health insurance - Paid sick time - Provident Fund Please note that other tasks may be assigned as per the company's requirements. This is a full-time position that requires in-person work at the specified location.,

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Insurance Officer