Financial Advisor (Insurance Sales)

Experience

1-3 Years

Salary

Confidential

Location

Maharashtra-Mumbai City
Posted - 418 days ago
Applications - 3
Vacancies- 1
Job Description

Roles & Responsibilities:

  • Contact businesses and private individuals by telephone to promote services
  • Should be able to explain the product and its benefits to the customers
  • Resolving customer queries
  • Customer follow up and feedback post initial interaction
  • Record customer and transaction details and obtaining customer information
  • Schedule appointments for sales staff to meet prospective customers

Education and Experience: 

  • The candidate should be from a Financial background and has very good written and verbal communication skills
  • Candidate must be a graduate from any stream
  • Relevant work experience in sales, marketing, promotions or telemarketing
  • Candidates from banking and insurance background are preferable
  • Proficiency in relevant computer applications

Key Competencies: 

  • Information gathering and management
  • Persuasiveness
  • Adaptability
  • Initiative
  • Negotiation skills
  • High energy levels
  • Self-motivation
Designation

Financial Advisor

Key Skills
Banking InsuranceCommunication SkillsNegotiating SkillSales
Industry

financial wealth

Functional Area

Insurance

Employment Type

Full Time

Education

Bachelor Degree

Job Type

Work From Office

Assessment Details

Insurance Agent Quiz

30 Minutes

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