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Insurance Sales Representative

Client First AsiaRaipur, Chhattisgarh, India

5 days ago

Job description

Job Overview :

We are looking for an ambitious and client-focused Sales Executive to join our team at Client First Asia. The ideal candidate will possess a strong understanding of the financial services industry, excellent communication skills, and a track record in sales. In this role, candidate will be responsible for driving new business opportunities, building and maintaining relationships with clients, and meeting sales targets in a competitive market.

Key Responsibilities :

Drive business growth by acquiring new clients and fostering long-term relationships.
Promote and cross-sell a range of financial products such as SIPs, Mutual Funds, Insurance, and Equities to meet clients investment goals.
Conduct one-on-one client meetings to understand their financial objectives and tailor investment solutions accordingly.
Achieve sales targets by generating revenue from new and existing clients.
Continuously engage with clients to strengthen relationships and ensure satisfaction.
Stay informed on the latest market trends, financial products, and regulatory changes.

Requirements :

Educational Qualification : Graduate

Experience : Minimum 6 months in a sales role, preferably in Insurance sector and Investment

Product Knowledge : Good understanding of Insurance and Investment products like HI, LI, Mutual Fund, Direct Equity.

Technical Skills : Proficiency in MS Office tools.

Preferred Candidate Profile :

At least 6 months of experience in selling SIPs, or Mutual Funds.

Excellent communication, interpersonal, and relationship-building skills.

Strong customer focus, with the ability to identify and address client needs effectively.

Experience or familiarity with the broking industry is an added advantage.