Insurance Agent/Advisor

*Insurance Advisor(Field sales)*

Company: Next-Gen Wealth Solutions & IMF Private Solutions

Location: Malad, Mumbai

Experience: 0 to 8 Years

Timings : 9:15 AM to 6:30 or 7:00 PM

About the Role

We are looking for dynamic and goal-oriented individuals to join our team as Insurance Advisors. The role involves client acquisition, relationship management, and promoting financial solutions such as insurance, mutual funds, and health plans. This is an excellent opportunity for candidates interested in sales, financial planning, and wealth management.

Key Responsibilities:

- Generate new business through calls, field sales, referrals, and networking.

- Promote insurance and investment products based on client needs.

- Build and maintain long-term client relationships.

- Follow up with existing clients for renewals and cross-selling opportunities.

- Achieve monthly and quarterly sales targets.

- Maintain accurate records of client interactions and sales activities.

- Deliver excellent customer service and professional guidance.

Desired Skills

- Good communication and interpersonal skills.

- Strong sales and relationship-building ability.

- Self-motivated and target-driven mindset.

- Interest in finance, investments, and wealth management.

- Freshers are welcome; prior sales or financial services experience is an added advantage.

 Share your CV: 9967623686

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Bhavya Zaveri