Relationship Manager, Wealth Channel - Field Sales

3 - 7 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Insurance Agent, your role involves driving new business growth by engaging with potential customers and securing insurance plans that align with the unique requirements of your assigned client base. Your main objective is to cultivate strong relationships, meet growth targets, and enhance the reputation of the organization. Your key responsibilities include: - Developing effective marketing strategies to introduce and promote various insurance contracts - Evaluating the insurance needs and financial standing of clients - Proposing tailored protection plans and implementing risk management solutions - Building a network of potential clients through networking, cold calling, and referrals - Maintaining accurate records, monitoring insurance claims, and providing regular updates to stakeholders The ideal candidate should have: - Prior experience as an Insurance Agent or in a related field - Strong understanding of diverse insurance plans - Proficiency in computer applications and statistical analysis - Proven track record of achieving set goals - Effective communication skills, persuasive selling abilities, and a client-centric approach If you are a self-motivated individual with a background in ULIP sales and wealth channel agency partnerships, this full-time opportunity is for you. Graduates with specified experience requirements are preferred. The work location for this role is in person, and familiarity with insurance plans across various categories such as automobile, fire, life, property, and medical is essential. Thank you for considering this exciting career opportunity.,

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