Financial Sales Executive

Five Tech Financial Services Imf Private Limited

Prayagraj/Allahabad

₹10,000 - ₹25,000 monthly*

Fixed

10000 - ₹15000

Average Incentives*

10,000

Earning Potential

25,000

You can earn more incentive if you perform well

Field Job

Full Time

Any experience

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

143 applicants

Job Description

  • Sales:Identify and pursue potential clients, present insurance products and services, and close sales. 
  • Client Relations:Build and maintain strong relationships with clients, providing excellent customer service and support. 
  • Needs Assessment:Analyze client insurance needs and recommend suitable policies, suggesting modifications or updates. 
  • Policy Management:Manage client policies, including renewals, changes, and cancellations. 
  • Claims Assistance:Assist clients through the claims process, ensuring timely and accurate handling. 
  • Industry Knowledge:Stay informed about insurance industry trends, regulations, and new products. 
  • Reporting:Maintain accurate records of sales, client interactions, and other relevant information. 
  • Goal Achievement:Meet or exceed sales targets and contribute to the overall growth of the business. 

Essential Skills:

  • Sales Skills:Persuasive, negotiation, and closing skills are crucial for success. 
  • Communication:Excellent written and verbal communication skills are necessary for interacting with clients and other stakeholders. 
  • Interpersonal Skills:Building rapport and trust with clients is essential for long-term relationships. 
  • Product Knowledge:A thorough understanding of various insurance products and their features is required. 
  • Analytical Skills:Analyzing client needs and identifying appropriate insurance solutions is important. 
  • Problem-Solving:Assisting clients with claims and addressing their concerns requires strong problem-solving skills. 
  • Organizational Skills:Managing client records, processing applications, and preparing reports requires good organizational skills. 

Job role

Department

Banking / Insurance / Financial Services

Role / Category

Insurance Sales

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

12th Pass

Past role/category experience

Life Insurance, Insurance Sales, Health Insurance

English level

Basic English

Age limit

20 - 35 years

Gender

Any gender

About company

Name

Five Tech Financial Services Imf Private Limited

Address

Allahabad, Prayagraj, Uttar Pradesh, India

Job posted by Five Tech Financial Services Imf Private Limited

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