Thanks for your time today, as discussed on call I am sharing you the JD for Insurance Profile.
Job description
Roles and Responsibilities
Meeting with clients.
Offering specialized financial guidance and advice.
Completing financial needs analysis.
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.
Desired Candidate Profile
You should have a strong command of English and Hindi.
Preference would be given to those candidates who are from banking background experience.
Must have good knowledge in Insurance and good connections with agents.
Experience required 1-5 years.
Perks and Benefits
1. Chart a rapid career growth in a fast-paced start-up company.
2. Opportunity to be the core team member of the technology team.
3. Opportunity to work in an upcoming B2B2C Fintech start-up founded by IITians.
4. Stock options for high performers.
5. Health Insurance.
Location: HSR Layout, Sector-4, Bangalore
Notice Period: 1-15 days, Immediate Joiners
CTC: 3-8 LPA
Openings: 2
Relevant experience: 4-8 Years (Senior Profile)
Relevant Experience : 1-2 Years (Junior Profile)
Looking forward to hearing from you soon, any assistance would be needed. You can reach me out on the below contact details!
About PeopleProsper Technologies Pvt Ltd
Similar jobs
Required experience candidates who is currently working in life insurance companies or health insurance
CTC would be as per the profile
Minimum CTC 2.50 lac to 8 lac
We Required people for Life insurance process.
Should have good experience of life insurance sales or Health Insurance sales
Salary would be 2.50 lac to 6 lac , hike on your last CTC
Job location Pan India
Job Title: Insurance Sales (Direct Channel)
Role: FLS ( Front Line Sales )
Total Exp: 3-5 Years
Relevant Exp: 2 years into insurance
Skills: Life Insurance Sales, Health insurance sales, Insurance sales
Locations: East, South, North, and West Zones.
geography, ABPs (Agents), LAs and customer’s location (as and when required).
You will be evaluated on your ability to build a strong distribution and sustainable network to meet
your business targets (No. of active, successful ABPs (Agents) and LAs, distribution build up and
overall premium targets).
As a team manager, you will accompany the team of ABPs on pre and post sales such as claim
settlement.
HDFC Life believes in technology driven sales and you will learn new technology/Mobility
enhancements, to comply with the Sales Management Process.
As a business development professional you will be uphold organizational values in every action
and ensure business ethics and integrity. You are expected to be compliant to regulatory and
statutory regulations
Department Corporate Agency and Broking Band 5A/5B/4
JOB SUMMARY:
Job PurposeTo Drive business through channel partner's sales team and distribution network.
Key Responsibilities:
1. To Build strong relationship across the partner network
2. To Grow the business by driving sales of MLI products through partner sales team
3. To Organize catch-up meetings with partners and their clients to introduce MLI products in their portfolios
4. To Activate maximum number of mapped sub-brokers/RMs/Lead Generators on a monthly basis
5. To Ensure smooth issuance of all cases from start to finish and maintain persistency of all issued policies
6. To Prepare and send daily report on meetings and sales numbers to all stakeholders
7. To Track the status of logged in policies in the central MIS
8. To Update on the tasks assigned for driving focused business through the task MIS
9. To Maintain and update the persistency data of the assigned cases
10. To Train partner RMs on MLI products and processes
KEY RELATIONSHIPS:
Internal:
Business Heads
MLI HR & Sales Training Team
MLI Operations Team
External:
Business Partners
Top Insurance Brokers
Top Clients
Measures of Success:
Actual sales generated vs plan
Accuracy and timeliness of sales reports
Actual activity vs targeted activity
Accuracy of competitor information;
up to date data; Identification of potential
contacts and conversion to channel
partner/customer.
DESIRED QUALIFICATIONS and EXPERIENCE:
Qualifications: Graduate / Post Graduate
Experience: 2 - 6 years of relevant in Insurance Sales in Broking / Banca Sales
geography, ABPs (Agents), LAs and customer’s location (as and when required).
You will be evaluated on your ability to build a strong distribution and sustainable network to meet
your business targets (No. of active, successful ABPs (Agents) and LAs, distribution build up and
overall premium targets).
As a team manager, you will accompany the team of ABPs on pre and post sales such as claim
settlement.
HDFC Life believes in technology driven sales and you will learn new technology/Mobility
enhancements, to comply with the Sales Management Process.
As a business development professional you will be uphold organizational values in every action
and ensure business ethics and integrity. You are expected to be compliant to regulatory and
statutory regulations
Position
Position Title: Tele sales Executive
Location: Mumbai.
Reporting Manager: Tele sales Manager/Lead
We hustle Monday - Friday (1st & 3rd Saturday)
Industry: Insuretech
Vertical Summary
Under Impact Guru, Policy Guru/Carepal is an Insurtech startup. Insurance penetration in India is a huge problem. About only 20% of India has some form of health insurance. As an individual, you would have had some exposure to health insurance via policy bazaar, an agent who is generally a relative or your bank. Yet, you haven't bought it today. Why?
This is the problem we are trying to solve by creating innovative products in this space.
Roles & Responsibilities
- Call existing/potential customers to explain about products/services to generate sales/revenue for the organisation
- To utilize inbound/outbound calls to cross-sell & up-sell products/services
- To share and record accurate information of communication with customers to update database
- Answer questions regarding products/services to ensure customer satisfaction
- Ask relevant questions to understand customer requirements.
- Develop and sustain relationships with customers to encourage repeat business.
- Develop in-depth knowledge of customer products and services to make suitable recommendations based on customers' needs and preferences.
- Meet/exceed daily and monthly targets with respect to call volume and sales
Professional Experiences
- Proven experience working as a telesales executive or customer service role
- Proven track record of successfully meeting sales targets preferably over the phone
- Good knowledge of relevant computer programs and telephone systems
- Proficient in all Microsoft Office applications.
Functional & Behavioural Competencies
- Strong analytical and problem-solving skills.
- Strong negotiation and consultative sales skills.
- Growth and aggressive delivery, targets-oriented mind-set
- Ability to deliver in high pace environment
- Strong organizational skills
- Excellent communication and customer service skills.
What do we offer?
- Attractive salary & performance-linked bonuses
- Health Insurance benef
- Fun, casual & flexible work environment
- Entrepreneurial, forward-looking, growth-driven & open work culture
- Job Title:- Sales Manager
- Exp:- 2yr to 4yrs
- Location:- C.G Road, A’bad
- No. of Days Working:- 6 Days
Key Skill:-
- Recruit the insurance sales advisers from your own network who would represent and sell Life Insurance products in the market.
- Training the sales advisers on products and sales to meet business targets.
- Fix customer appointments and visit potential customers for new business.
- Make the customer understand about the various benefits available in the plan check whether it meets with the customers requirements.
Hi,
Greetings from LMV Financial Services Pvt Ltd
we have a immediate requirements for Female Telesales officer @Somajiguda
JOB DESCRIPTION:
✅Should have good communication skills and strong interpersonal skills.
✅Responsible for making outbound calls and regular followup on leads.
✅Understand the customer requirements, encourage them to upgrade loans.
⏩Attractive incentives upon successful sales..
⏩Data will be provided by the company.
Required candidate profile:
Position: Telesales officer
Eligible criteria: Any graduate
Gender: Female Preferred
Salary: 10000+ Incentives
Hi , Greeting form LMV Investment Services Pvt Ltd!!
Looking for TEAM LEADER- FEMALE !!!!
Job Description:
We are looking for an experienced Telecaller who can handle the team and align them towards the sales targets.
Roles and Responsibilities:
- The team leader will be responsible for supervising & managing the team and also responsible for Handling the team & and also need to focus to reach the targets & revenue of the company
- Handle the Telecalling team.
- Should have a good knowledge about health insurance, life insurance & general insurance
- Communicating verbal acceptances of offers to our Sales team for closing.
- Recording all successful and unsuccessful attempts to close sales.
- Attending regular team meetings to clarify progress and performance-related expectations.
- Monitoring the calls
- Managing and maintaining the given data
- Submitting the reports of calls at the end of the day
Requirements:
- Computer Literacy
- Leadership capabilities
- Prior Telecalling experience
Criteria Required:
- Age Limit Upto 27 years.
- Education Qualification: Graduate any stream.
- Job Location : soamjiguda branch
- Experience of at least 3 to 4 years of Life Insurance sales.