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19/07 Satyajit Wale
Principal Consultant at Veridical Consultancy Services

Views:10 Applications:4 Rec. Actions:Recruiter Actions:3

Sales Agent - Insurance (0-10 yrs)

Pune Job Code: 167781

We are looking for an Insurance Agent to join our team. The Insurance Agent is responsible for providing advice, and selling life insurance policies.

To be a successful Insurance Agent, you should provide good customer service by maintaining the existing client base and implementing measures to expand the customer base through active marketing, social media, and other programs. Ultimately, a top-notch Insurance Agent will conduct a needs analysis for every client to ensure that client gets the correct life insurance policies.

Insurance Agent Responsibilities:

- Provide advice to clients and recommend insurance products.

- Provide good customer service to maintain and retain clients.

- Expand customer base.

- Interview prospective clients to gather data about them.

- Sell term insurance policies and insurance-cum-investment policies.

- Analyse the client's current portfolios and make recommendations.

- Assist clients during the claims process.

- Maintain electronic and paper records.

Insurance Agent Requirements:

- Any Degree

- Possess excellent communication skills.

- Possess excellent selling skills.

- Provide excellent customer service.

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