Insurance Supervisor

0 - 31 years

0 Lacs

Bhawanipur Kolkata/Calcutta

Posted:3 months ago| Platform: Apna logo

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Work Mode

Remote

Job Type

Full Time

Job Description

🔍 About the Role:We are looking for a motivated and customer-focused Financial Sales Advisor 💰 to join our dynamic team! You’ll play a critical role in helping clients reach their financial goals 🏦 by offering tailored financial products, services, and advice 💡. If you have a passion for sales and finance, this is the role for you! 🛠 Responsibilities:🤝 Build strong client relationships through trust and integrity 📊 Understand clients’ financial needs and recommend suitable solutions 💬 Conduct sales presentations and financial consultations 📝 Assist clients with investment, insurance, and savings products 📈 Meet and exceed sales targets and KPIs 📅 Maintain regular contact with clients for reviews and updates 📚 Stay informed about market trends and financial products ✅ Requirements:🎓 Bachelor’s degree in Finance, Business, or related field 🧠 Strong understanding of financial products and services 🗣 Excellent communication and interpersonal skills 🧮 Proven sales experience in finance or banking is a plus 💼 Professional certifications (e.g., CFP, CFA) are advantageous 💻 Proficient in CRM tools and Microsoft Office Suite 🎯 What We Offer:💵 Competitive base salary + attractive commissions 📚 Ongoing training and professional development 🚀 Career advancement opportunities 🏖 Paid time off and comprehensive benefits package 👏 Supportive and inclusive team environment

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Kotak Life Insurance logo
Kotak Life Insurance

Insurance

Jaipur

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