Insurance Agent/Advisor
Next-Gen Wealth Solutions & IMFFixed
₹35,000 - ₹37,000
Earning Potential
₹37,000
Fixed
₹35,000 - ₹37,000
Earning Potential
₹37,000
Job highlights
Urgently hiring
2 applicants
Benefits include: PF, Health Insurance, ESI (ESIC)
Job Description
Drive business growth by sourcing new leads through outbound calls, field activities,
referrals, and structured prospecting methods.
• Market and sell insurance, mutual fund, and health solutions in line with organizational
guidelines and client requirements.
• Manage existing client portfolios through regular follow-ups, renewals, and
identification of cross-selling and upselling opportunities.
• Establish and maintain long-term client relationships by assessing financial objectives
and delivering appropriate wealth solutions.
• Achieve assigned monthly and quarterly revenue targets in alignment with company
sales objectives.
• Maintain accurate and timely documentation of client interactions, sales activities, and
performance metrics.
• Ensure consistent delivery of a professional customer experience, fostering trust,
retention, and long-term client value
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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