Insurance Partner

Kotak Life Insurance

Bara Nagar, Kolkata/Calcutta

โ‚น21,000 - โ‚น50,000 monthly*

Fixed

โ‚น21000 - โ‚น30000

Average Incentives*

โ‚น20,000

Earning Potential

โ‚น50,000

You can earn more incentive if you perform well

Work from Office

Full Time

Any experience

No English Required

Job Details

Interview Details

Job highlights

Urgently hiring

29 applicants

Benefits include: PF, Flexible Working Hours, ESI (ESIC)

Job Description

๐Ÿ” About the Role:We are looking for a motivated and customer-focused Financial Sales Advisor ๐Ÿ’ฐ to join our dynamic team! Youโ€™ll play a critical role in helping clients reach their financial goals ๐Ÿฆ by offering tailored financial products, services, and advice ๐Ÿ’ก. If you have a passion for sales and finance, this is the role for you!

  • ๐Ÿ›  Responsibilities:๐Ÿค Build strong client relationships through trust and integrity
  • ๐Ÿ“Š Understand clientsโ€™ financial needs and recommend suitable solutions
  • ๐Ÿ’ฌ Conduct sales presentations and financial consultations
  • ๐Ÿ“ Assist clients with investment, insurance, and savings products
  • ๐Ÿ“ˆ Meet and exceed sales targets and KPIs
  • ๐Ÿ“… Maintain regular contact with clients for reviews and updates
  • ๐Ÿ“š Stay informed about market trends and financial products
  • โœ… Requirements:๐ŸŽ“ Bachelorโ€™s degree in Finance, Business, or related field
  • ๐Ÿง  Strong understanding of financial products and services
  • ๐Ÿ—ฃ Excellent communication and interpersonal skills
  • ๐Ÿงฎ Proven sales experience in finance or banking is a plus
  • ๐Ÿ’ผ Professional certifications (e.g., CFP, CFA) are advantageous
  • ๐Ÿ’ป Proficient in CRM tools and Microsoft Office Suite
  • ๐ŸŽฏ What We Offer:๐Ÿ’ต Competitive base salary + attractive commissions
  • ๐Ÿ“š Ongoing training and professional development
  • ๐Ÿš€ Career advancement opportunities
  • ๐Ÿ– Paid time off and comprehensive benefits package
  • ๐Ÿ‘ Supportive and inclusive team environment

Job role

Work location

Dunlop, Narendra Nagar, Bonhooghly Government Colony, Dakshineswar, Calcutta, West Bengal, India

Department

Sales & BD

Role / Category

Sales Management

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

Graduate

Past role/category experience

Life Insurance, Data Entry/Computer Operator, General Insurance, Sales Management, Marketing, Insurance Sales

Skills

B2B Sales, Channel sales, B2C sales, Lead qualification, Lead management, Sales planning, Sales management, Lead routing, Enterprise sales, Lead prospecting, Insurance management, Insurance Services, Insurance Policies, Distributor, SMB sales

English level

No English Required

Age limit

25 - 60 years

Gender

Any gender

About company

Name

Kotak Life Insurance

Address

Dunlop, Narendra Nagar, Bonhooghly Government Colony, Dakshineswar, Calcutta, West Bengal, India

Job posted by Kotak Life Insurance

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