The Sales Agent brings in current retail clients and sells life insurance, health insurance, mutual funds and SIPs. The role mixes field prospecting, client meetings and after-sales service, working towards monthly premium and SIP targets.
The agent explains products honestly, matches them to each client's goals and risk profile, and completes onboarding and KYC as per SEBI, AMFI and IRDAI rules.
📌 Insurance Agent/Advisor (New Delhi)
🏢 Wealthyfy India
📍 New Delhi
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