Life Goal Officer

1 - 6 years

4 - 8 Lacs

Posted:1 day ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

  • Achieve life insurance sales targets through tele-sales
  • Acquire, build, and maintain strategic client relationships; analyze customer needs to establish a client-centric business environment and implement solutions
  • Perform cross-sales, upselling, and ensure timely renewal of clients insurance policies
  • Increase business share by offering the full range of products and achieving monthly, quarterly, and annual targets
  • Utilize leads optimally on a daily basis to ensure cost-efficient operations
  • Manage product mix, persistency, and lead conversion percentages
  • Maintain and update client database accurately
  • Achieve goals as per target sheets and participate in weekly contests
  • Attend meetings and training sessions at branch offices as required
  • Conduct customer home visits when requested

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