Job No – 3374 | Sales Executive – Insurance and Mutual Fund Advisor |

Job Description

Client Acquisition: Identify and target potential clients through various prospecting methods such as cold calling, networking, and referrals.
Client Needs Assessment: Conduct comprehensive financial needs assessments for clients to understand their goals, risk tolerance, and financial situations.
Product Knowledge: Stay up-to-date with the latest insurance and mutual fund products and regulations to provide accurate and informed advice to clients.
Sales Presentations: Create and deliver compelling sales presentations to educate clients about the benefits of our products and services.
Customized Solutions: Tailor insurance and mutual fund solutions to meet the unique needs and goals of each client.
Compliance: Ensure that all sales activities and documentation comply with industry regulations and company policies.
Client Relationship Management: Build long-term relationships with clients by providing ongoing support, updates, and guidance.
Sales Targets: Meet or exceed sales targets and objectives as set by the company.

Job Location – Nashik Road, Nashik

Company Profile – Insurance Sector