As a Financial Service Consultant in the Banca Channel, you will be responsible for engaging with
customers through our banking partners to offer them personalized life insurance solutions tailored to their
financial needs. You will play a crucial role in building strong relationships, providing expert advice, and
promoting our products to enhance customer satisfaction and drive business growth.
Roles And Responsibilities
their existing client base and network to generate leads and referrals.
and personalized financial planning sessions.
provide ongoing support.
their features, benefits, and suitability based on individual financial goals and risk profiles.
enhance customer value.
make informed decisions to protect their families and secure their financial future.
insurance sector, incorporating relevant insights into sales practices and customer interactions.
We're Looking For Someone With
record of achieving targets.
diverse stakeholders.
This job is provided by Shine.com
Skills Required
Financial Planning, Sales Techniques
Development Executive • Kottayam, India