Posted:4 days ago|
Platform:
On-site
Full Time
Key Responsibilities of a Life Insurance Agent: Client Engagement and Sales: Interviewing prospective clients, conducting needs analyses to understand their financial situation, educating them on various life insurance policies (term, whole, universal life), and recommending appropriate coverage options. Policy Management and Administration: Assisting clients with the application and underwriting process, ensuring all necessary forms are completed, managing policy changes, and maintaining client records and databases. Client Support and Service: Providing excellent customer service, addressing inquiries regarding billing, coverage, and eligibility, and guiding beneficiaries through the claims process. Business Development: Identifying sales opportunities through networking, referrals, and marketing strategies, building and maintaining a pipeline of leads, and meeting sales goals. Industry Compliance and Knowledge: Staying up-to-date on life insurance regulations, underwriting requirements, product offerings, and industry trends, and maintaining necessary licenses and certifications.
Job Types: Full-time, Part-time, Fresher
Pay: ₹25,000.00 - ₹30,000.00 per month
Expected hours: 14 per week
Benefits:
Work Location: In person
Neha Financial Consultant
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