Financial Advisor

Kaabil; Hyderabad; On-site; INR 250,000 - 420,000; Full time

Job summary

A leading life insurance company in India is looking for individuals to achieve sales targets on life insurance products. Responsibilities include handling complaints professionally, hosting customer events, and following through on leads. The ideal candidate should be a graduate with basic knowledge of the insurance industry and possess their own conveyance. Join a recognized workplace dedicated to delivering a quality experience to customers.

Qualifications

• Basic knowledge of the insurance industry is required.
• Own conveyance is a must.
• Own conveyance is a must.

Responsibilities

• Achieve sales target on life insurance products.
• Handle complaints in a timely and professional manner.
• Host events for customers to develop new and long-term relationships.
• Ensure quality follow up on leads from Telebase to ensure timely closure.
• Host events for customers to develop new and long-term relationships.
• Handle complaints in a timely and professional manner.

Skills

Basic knowledge of Insurance industry

Own Conveyance

Education

Graduate

Job description

Overview

Key accountability:

• Achieve sales target on life insurance products.
• Participate in weekly / monthly meeting on performance review with the Area Manager.
• Adopt a need based selling approach for product positioning with customer.
• Ensure quality follow up on leads from Telebase to ensure timely closure.
• Adhere to compliance & procedural obligations as per company laid out norms.
• Take active interest in self development needs and participate in technical, product and skills training.
• Owns the problem / process with the customer. Closes the loop.
• Meet customers to resolve issues where necessary.
• Handle complaints in a timely and professional manner.
• Host events for customers to develop new and long-term relationship.
• Attend training and keep abreast of product and service developments.

Reporting Manager

Area Manager

Qualification

Graduate

Experience

• Basic Knowledge of Insurance industry.
• Own Conveyance is must.

About the Company

We are one of the leading life insurance providers in India, making insurance simple. We offer a wide range of value-for-money, need-based life insurance and savings solutions. Established in 2006, we are a flagship company of Bharti Life Ventures Private Limited, a prominent business group in India with interests in telecom, agribusiness, and retail. With over 200 branches across India, we ensure accessibility and convenience for our customers. Customer-centricity is at our core, and we strive to deliver a hassle-free experience at every step of your insurance journey. Recognized as a Great Place to Work for four consecutive years, we foster a positive work environment. Visit our website to learn more: www.bhartiaxa.com