02 Oct
|
Bajaj Life Insurance
|
Bhubaneswar
02 Oct
Bajaj Life Insurance
Bhubaneswar
Needs Assessment: Evaluate client income, liabilities, and long-term financial goals to determine protection gaps. [1]
Product Pitching: Explain policy features, advantages, exclusions, and premium structures in clear terms. [1]
Lead Generation: Prospect new clients via networking, referrals, and field visits. [1]
Documentation: Collect KYC, medical records, and completed proposal forms matching regulatory standards. [1]
Post-Sale Support: Assist clients with annual renewals, policy modifications, and claims settlement processes. [1]
📌 Life Insurance Advisor (Bhubaneswar)
🏢 Bajaj Life Insurance
📍 Bhubaneswar