Partner Team Leader (Bhubaneswar)

Partner Team Leader (Bhubaneswar)

24 Sep
|
Bajaj Life Insurance
|
Bhubaneswar

24 Sep

Bajaj Life Insurance

Bhubaneswar

Prospecting & Lead Generation: Finding potential clients through personal networks, referrals, and outreach.

Financial Need Analysis: Assessing a client’s family goals, income, and life-stage needs (savings, retirement, child education).

Plan Presentation: Pitching the most suitable LIC policies (endowment, term, money-back, or annuity).

Proposal & KYC Processing: Collecting documents (Aadhaar, PAN, medical reports) and submitting proposal forms via the ANANDA portal or branch.

📌 Partner Team Leader (Bhubaneswar)
🏢 Bajaj Life Insurance
📍 Bhubaneswar

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