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, perks, 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