Sales Executive/ Insurance Advisor

Shriram Life Insurance

0 - 5 years

2 - 7 Lacs

Kolkata Mumbai New Delhi Hyderabad Pune Chennai Bengaluru

Posted:3 weeks ago| Platform:

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Skills Required

insurance business development training need analysis insurance advisory sales instructional design life insurance marketing content development sales executive activities insurance sales general insurance training delivery communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are searching for a highly observant insurance consultant/advisor to render accurate support on behalf of our steadily expanding firm. The insurance consultant should gather clients' insurance requirements, deliver appropriate guidance, and suggest Shriram Life insurance plans to match the client's needs.

What is the Qualification required

Min 12th pass for urban locations and 10th pass for rural locations as specified by the regulator.

What are all the Responsibilities required?

Conduct a financial need analysis for clients
Explain various insurance policies and products to potential and existing clients, guiding them towards the best coverage
Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies
Suggest modifications and updates to existing clients insurance policies
Build customized insurance policies and packages
Source potential clients through professional networks, cold calls, and referrals
Advise clients on potential risks and benefits of each policy.

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