Recruiter at TekPillar Services Pvt. Ltd
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Manager - Sales - Insurance (2-5 yrs)
India's Leading Insurance Organization is urgently looking for a Financial Planning Manager. We expect you to be an excellent communicator who understands customer needs.
Roles and Responsibility:
- Workers who help consumers as they go through the branches; Potential customers.
- Examine and provide financial alternatives by analysing the financial situations of your customers (such as their income, spending, and obligations).
- Customers carry out their plans and complete transactions.
- Calling customer leads is essential to set up sales meetings and turn ideas into sales.
- Create good plans and budgets for customers.
- Customise financial plans according to clients' changing demands.
Candidate Profile:
- Education: Bachelor's Degree
- Experience: 2 years in life insurance
- Age: 21 to 38 years
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