04 Aug
|
Acharya Financial Consultancy
|
Krishnanagar
04 Aug
Acharya Financial Consultancy
Krishnanagar
Lead Generation & Prospecting: Finding recent clients through networking, cold calling, and referrals.
Needs Analysis: Interviewing clients to understand their financial goals, family situation, and risk tolerance.
Policy Customization: Designing a coverage plan—whether it’s Life, Health, Motor, or Property insurance—that fits the client’s budget.
Explanation of Terms: Breaking down complex legal jargon (like "deductibles," "premium loading," or "exclusions") so the client knows exactly what they are buying.
Claims Assistance: Acting as a support system when a tragedy occurs, helping the client or their family navigate the paperwork to get their claim settled.
📌 Insurance Consultant Krishnanagar
🏢 Acharya Financial Consultancy
📍 Krishnanagar