Job Role: Life Insurance / Financial Services Executive
Job Description
- Promote and sell life insurance and other financial products.
- Understand customer financial requirements and recommend suitable products.
- Explain life insurance plans, benefits, coverage, and policy terms.
- Generate leads and acquire new customers through various sales activities.
- Build and maintain strong customer relationships.
- Follow up with prospective customers and convert leads into sales.
- Assist customers with policy-related queries and documentation.
- Cross-sell financial products based on customer requirements.
- Maintain accurate customer and sales records.
- Achieve assigned sales and business targets.
- Provide regular updates and reports to the management.
Products / Skills
- Life Insurance
- Health Insurance
- Home Insurance
- Motor Insurance
- Business Loans
- Personal Loans
- Mutual Funds
- Mutual Fund Sales
- Fixed Deposits
- Current Accounts
- Savings Accounts
- Credit Cards
- Insurance Management
Job Details
- Work Location: Urmila Heights, Banjara Hills, Hyderabad, Telangana
- Department: Banking / Insurance / Financial Services
- Role / Category: Life Insurance
- Employment Type: Full time & Part-Time
- Shift: Day Shift
Job Requirements
- Experience: Any Experience
- Education: Graduate
- Good communication and customer-handling skills.
- Sales-oriented and target-driven approach.
- Basic knowledge of insurance and financial products.