1) Prospecting
Identify potential customers through personal contacts, references, networking, social media, and existing customers.
2) Customer Need Analysis
Understand the customer's: Income Family responsibilities Financial goals Protection requirements Savings and investment needs
3) Product Explanation
Explain suitable life insurance products such as: Term Insurance Savings Plans Child Plans Retirement/Pension Plans ULIPs Participating and Non-Participating plans
4) Financial Planning
Help customers plan for significant goals such as children's education, marriage, retirement, wealth creation, and family protection.
5) Sales & Business Generation
Generate new business by converting prospects into customers while following the company's sales and compliance guidelines.
6) Customer Relationship Management
Maintain long-term relationships with customers and provide regular service.
7) Policy Servicing
Assist customers with policy-related requirements such as premium payments, nominations, policy changes, and other service needs.
8) Renewal & Persistency
Follow up with customers for timely premium payments and help maintain policy continuity.
9) Claims Assistance
Guide nominees/customers through the claim process and coordinate with the insurer when required.
10) Referral Generation
Develop current prospects through satisfied customers and skilled/personal networks.
Pay: ₹15,000.00 - ₹50,000.00 per month
Benefits:
Flexible schedule
Work Location: Hybrid remote in Hyderabad, Telangana (Hyderabad, Ranga Reddy District)