Relationship Manager, Wealth Channel - Field Sales

1 - 5 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking a dynamic and competitive Insurance Agent to drive new business growth by engaging with potential customers. As an Insurance Agent, your primary responsibility will be to identify and secure insurance plans that align with the unique requirements of your assigned client base. Your main objective will be to cultivate strong and positive relationships to foster business expansion, meet growth targets, and enhance the reputation of our organization. Your key responsibilities will 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. You will be expected to proactively build a network of potential clients through different channels such as networking, cold calling, and referrals. Additionally, you will be required to maintain accurate records, monitor insurance claims, and provide regular updates on your initiatives to stakeholders. The ideal candidate for this role should have prior experience as an Insurance Agent or in a related field, possess a strong understanding of diverse insurance plans, demonstrate proficiency in computer applications and statistical analysis, and exhibit a proven track record of achieving set goals. Effective communication skills, persuasive selling abilities, and a client-centric approach are essential qualities for success in this position. If you are a self-motivated individual with a background in ULIP sales and wealth channel agency partnerships, we encourage you to apply for this full-time opportunity. Graduates with the specified experience requirements are preferred. Please note that 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 with us.,

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