Financial Planning Manager

Job Roles    :

• Lead provided by the company you need to work on this lead.
• Convince the customer and sales insurance policy.
• Give the right policy explanation of clients.
• Tell them the benefits of policy etc.
• Take daily follow-up clients
• Set the meeting with interested clients
• Make good presentation on client's budget
• Organizing sales visits

Skills Required

Presentation Skills, Budgeting, Policies, Insurance Process, Client Management, Finance Planning