Insurance Sales / BD Manager

Responsibilities

Design and implement effective marketing strategies to sell new insurance and mutual funds or demat accounts and adjust existing ones.

Contact potential clients and create rapport by networking, cold calling, using referrals, etc.

Appraise the wishes and demands of business or individual customers and sell the suitable protection plans.

Collect information from clients on their risk profiles in order to offer them the proper solution.

Prepare reports to shareholders on the success of your business endeavours.

Retain continuous awareness of transactions, sales and terms and keep relative records.

Check insurance claims to solidify trust and safeguard reputation.

Frequently replenish job-specific knowledge and apply it in the field.

Fulfil all company-established policy obligations.

Requirements and skills

Proven experience as an Insurance Sales Representative

Good comprehension of insurance plans or mutual funds.

Ability to work with computers and understand and interpret standard statistical findings

Goal-orientated.

Excellent skills in communication and presentation.

Experience in delivering client-focused solutions and in creating long-lasting relationships.