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Life Insurance -Customer advisory channel - 4 lacs

1-4 years

₹ 1.5 - 3.5L/yr

Ghaziabad, Pimpri-Chinchwad, Pune

1 vacancy

Life Insurance -Customer advisory channel - 4 lacs

Wego Consultants

posted 2d ago

Job Description

Exciting opportunity across India in Life insurance direct channel that is 100% lead based channel.

Role & responsibilities

  • Establishing and strengthening relationship with the allocated customer base.
  • Ensure retention of in his/her allocated Book of Relations (existing customer database).
  • Act as single point of contact for customers for any customer query/complaint.
  • Identify financial goals of customers and providing financial planning assistance.
  • Competition Analysis for giving professional advice to customer
  • Fix self appointments everyday from the given customer database as per the campaign

  • Focus on cross-sell & up-sell opportunity in allocated customers.

Preferred candidate profile

1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

• Minimum 6 months exposure to Life Insurance

• Must own a conveyance


Perks and benefits


CTC up to 4 lacs + incentives


Employment Type: Full Time, Permanent

Read full job description

What people at Wego Consultants are saying

Wego Consultants Benefits

Free Transport
Child care
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Cafeteria
Work From Home
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