Insurance Advisor

Btw Financial Services & Imf; Mumbai Suburban; On-site; INR 6,75,000 - 9,00,000; Full time

Job summary

A financial services firm in Mumbai Suburban is seeking a skilled professional for client consultation and relationship management. Responsibilities include identifying potential clients, negotiating deals, and staying updated on market trends. The ideal candidate should possess strong presentation and interpersonal skills. This role offers opportunities for growth in a dynamic environment.

Responsibilities

• Client consultation and coordination on calls and emails.
• Identify potential clients through networking, referrals, and cold calling.
• Develop and maintain strong client relationships.
• Negotiate with clients and close deals.
• Stay updated on industry trends and market conditions.
• Manage leads and track sales activities.
• Participate in regular sales meetings and training sessions.

Skills

Presentation and interpersonal skills

Ability to build rapport and trust with clients

Job description

Responsibilities

• Client consultation and coordination on calls and emails
• To identify potential clients through various channels such as networking, referrals, and cold calling.
• To develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.
• To negotiate with the clients and close the deals to achieve the set goals
• Stay updated on industry trends, market conditions and market competition
• Manage leads, track sales activities, and generate reports for management review.
• Participate in regular sales meetings, training sessions, and performance reviews to continuously improve sales techniques and product knowledge.

Qualifications / Skills

• Presentation and interpersonal skills
• Ability to build rapport and trust with clients