Posted:1 week ago| Platform: Linkedin logo

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On-site

Job Type

Full Time

Job Description

Company Description

health and term insurance, mutual funds, car insurance, and corporate risk management


Role Description

Sales Specialist – Insurance & Mutual Funds


Responsibilities

  • Engage with existing clients to identify additional needs and cross-sell suitable products.
  • Generate new leads through referrals, networking, and outreach efforts.
  • Achieve monthly and quarterly sales targets across insurance and mutual fund products.
  • Present and explain insurance and investment solutions in a clear and approachable way.
  • Assist clients with onboarding, documentation, and after-sales service.
  • Stay updated with product knowledge, market trends, and regulatory changes.
  • Track sales activities, maintain records, and report performance regularly.

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