Life Insurance Advisor Bhubaneswar

Life Insurance Advisor Bhubaneswar

03 Oct
|
Bajaj Life Insurance
|
Bhubaneswar

03 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 transparent terms. [1]

Lead Generation: Prospect current 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

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