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Job Description

– Work on assigned leads (given by Financial companies like muthoot, manapuram and bluechip) and generate referrals from every visit that’s made to customer

– Achieve sales targets as assigned by the organization month-on-month basis

– Cross sell and up sales Life Insurance products based on the life cycle needs of the customers and as defined by the organization.

– Meeting the customers to solicit insurance products based on appointments in the course of daily activities

– Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis

– Strict adherence to organizations policies and processes.

– Provide accurate forecasts, updates and requested reports to reporting manager

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