Responsibilities:
Candidate would be selling Insurance Products directly to people.
Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time.
Customer Relationship Management
Providing after sales services to customers
Meeting with clients.
Offering specialized financial guidance and advice.
Completing financial needs analyses.
Creating and explaining customized plans.
Utilizing knowledge of tax investment strategies.
Assessing clients' financial portfolios.
Analyzing clients' risk. -Encouraging clients to invest in the future.
Skills:
Strong verbal and written communication skills.
A professional appearance.
On-going training in the latest products and benefits.
Attendance at product launches and seminars.
Compliance according to state regulations and policies.