financial service consultant ( DIRECT CHANNEL)

☞ Amrit Consultancy

View: 101

Update day: 06-05-2024

Location: Kannur / Cannannore Kerala

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting

Position: Entry level

Job type: Full-time

Salary: ₹240,000 - ₹400,000

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Job content

Life insurance refers to the legally binding contract between a policyholder and an insurance company that provides financial protection to his/her family. The insurer promises to offer the insurance benefit in exchange for regular premiums paid by the life insured. The ‘financial protection’ under life insurance is provided in the form of life cover, also known as sum assured. It is a pre-agreed amount that is payable in case of an untoward incident with the life insured.

For the life insurance contract to be enforceable and life insurance quotes to be accurate, your application must accurately disclose your current and past health conditions. Also, you need to pay a single premium or regular premiums as chosen when buying life insurance. You can estimate the life insurance quotes for your financial profile by using the insurance calculator.

Job Summary

Direct customer service and sales to existing customers through relationship building. Customer leads will be provided by company.

Key Responsibilities

Drive Revenue through Cross sell / Up sell

  • Focus on cross-sell & up-sell opportunity in every lead allocated from HO team
  • Drive productivity measures like lead to conversion ratio.
  • Exceed month on month revenue target & collection target
  • Competition Analysis for giving professional advice to customer
  • Fix self-appointments every day from the given customer database as per the campaign

Customer Service/Retention through relationship management

  • Timely & effectively resolve service requests of customers.
  • Drive renewal collection on allocated base.
  • Ensure retention of his/her allocated” Book of Relations” (existing customer database).
  • Establishing and strengthening relationship with the allocated customer base.
  • Identify financial goals of customers and providing financial planning assistance.

MEASURES OF SUCCESS

  • TAT adherence for updating System - CSG
  • Successful completion of cross-sell/ up-sell Business Goals month on month
  • Collection of payment/premium from 91-180 days’ due policies
  • Complaint Resolution /Customer satisfaction
  • Achievement of Retention Targets
  • > 45 unique customer meetings in a month
  • More than 90% attendance (of total working days)
  • Successfully score >=80% in the Functional Trainings imparted

Desired Qualifications And Experience

  • Graduate with 1 - 3 years’ experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
  • Minimum 6 months’ exposure to Life Insurance
  • Age Bracket: 25-32 years
  • Must own a conveyance

Knowledge / Skills / Abilities

  • Process & Result orientation
  • Customer centricity & relationship building
  • Basic Computer Knowledge.
  • Good communication skills- English and regional language

Skills: life insurance,agency development,insurance
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Deadline: 20-06-2024

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