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Insurance Advisor

Mohawk Fincap
Experience : 2 to 4 Years
Education : BA, Diploma
Location : Chandigarh
Job Role : Counsellor
Posted on 07 Oct 20
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Job DescriptionLast Date 05 Dec 20

Summary

We at Mohawk Efficacy services are looking for competitive Insurance Advisors to generate new business by contacting potential customers - responsible to sell, solicit, differentiate and negotiate insurance plans that match the needs of the assigned or prospective customers’ portfolio

The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation

Responsibilities:

·         Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones

·         Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc

·         Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria and long term strategy implementation

·         Work with clients to deliver risk management strategies that fit their risk profiles

·         Report the progress of monthly/quarterly initiatives to stakeholders

·         Maintain book-keeping systems, database and records

·         Monitor insurance claims to ensure mutual satisfaction

·         Achieve customer acquisition and revenue growth objectives

·         Constantly update job knowledge and learn about new products and services

·         Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments

Requirements

·         Proven working experience as an Insurance Advisor or relevant experience,

·         Minimum experience required 2-4 years

·         Familiarity with all types of insurance plans (automobile, life &health)

·         Basic computer knowledge and statistical analysis

·         Proven ability to work with goals

·         Demonstrated ability to communicate, present, influence and sell effectively

·         Experience in delivering client-focused solutions and in creating long-lasting relationships

·         Should have an eye to detail

·         Good communication skills

·         Well versed with the local language and geography (Localities would be given preference)

Qualification:

Diploma or BA in finance, business, economics, or a related field

Localities and people from the same industry would be preferred

  • Insurance Advisor
  • Experience : 2 to 4
  • Job Type : Full Time
  • Interview Type : Face to Face Interview, Telephonic Interview


Job Type : Full Time
Interview Type : Face to Face Interview, Telephonic Interview
Company Description

About Mohawk

We are independent wealth management firm, founded upon the principle of stewardship – the careful and responsible management of your financial assets to reach your goals now and in the future.

At Mohawk, our aim is to make your Investment an easy, hassle-free and satisfying experience. We aim to steer your Investment portfolio in clearer and more profitable directions, so that you are always a curve ahead of the trend and not merely a follower. We keep a track of upcoming opportunities in the trade and keep you updated on a daily basis. This service has already won us a lot of appreciation from our existing clients and the numbers show an upward trend.

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