Investment and Insurance agent

0 - 4 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Sales & Business Development Partner at PGWealthCare, your role is crucial in growing the client base in Investments, Mutual Funds, SIPs, and Insurance products. Your responsibilities will include: - Reaching out to potential clients - Explaining investment & insurance products in simple language - Assisting clients in starting their investment journey - Cultivating long-term relationships with prospects - Meeting monthly client acquisition targets - Working autonomously and earning high commissions on every successful sale This position offers a performance-based income opportunity where your earnings increase with the number of clients you bring in. To excel in this role, you should possess: - Strong communication & convincing skills - Basic understanding of investments, mutual funds, or insurance (training will be provided) - Self-motivation and target-oriented approach - Ability to communicate confidently with clients - Minimum educational qualification of 12th pass (Graduates preferred) - Previous sales experience, especially in finance or insurance, would be an added advantage - Comfort with working on commission-based earnings At PGWealthCare, we are dedicated to providing comprehensive financial solutions to help clients achieve their financial goals. Our expertise in various financial products coupled with a commitment to personalized strategies sets us apart as a trusted financial partner. Join us in our mission to secure our clients' financial future and build lasting legacies. As a Sales & Business Development Partner at PGWealthCare, your role is crucial in growing the client base in Investments, Mutual Funds, SIPs, and Insurance products. Your responsibilities will include: - Reaching out to potential clients - Explaining investment & insurance products in simple language - Assisting clients in starting their investment journey - Cultivating long-term relationships with prospects - Meeting monthly client acquisition targets - Working autonomously and earning high commissions on every successful sale This position offers a performance-based income opportunity where your earnings increase with the number of clients you bring in. To excel in this role, you should possess: - Strong communication & convincing skills - Basic understanding of investments, mutual funds, or insurance (training will be provided) - Self-motivation and target-oriented approach - Ability to communicate confidently with clients - Minimum educational qualification of 12th pass (Graduates preferred) - Previous sales experience, especially in finance or insurance, would be an added advantage - Comfort with working on commission-based earnings At PGWealthCare, we are dedicated to providing comprehensive financial solutions to help clients achieve their financial goals. Our expertise in various financial products coupled with a commitment to personalized strategies sets us apart as a trusted financial partner. Join us in our mission to secure our clients' financial future and build lasting legacies.

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