Life Insurance Agent - Ajmer, India - Esynergies Services

Esynergies Services

Verified Company

Ajmer, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations

BoR). KEY RESPONSIBILITIES Service through relationship managementEstablishing and strengthening relationship with the allocated customer base.

Ensure retention of customers 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 customerFix self appointments everyday from the given customer database as per the campaign SalesFocus on cross-sell & up-sell opportunity in allocated customers.

Ensure successful completion of licensing as per MLI standards Measures of SuccessTAT adherence for updating System - CRM NextSuccessful completion of cross-sell/ up-sell Business Goals month on monthCollection of payment/premium from days due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets.

> 45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score >=80% in the Functional Trainings imparted Key Relationships (Internal /External)Internal - HR/Trainers/Supervisors/PeersExternal

Customers Key competencies/skills requiredProcess & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.

Good communication skills

English and regional language Desired qualification and experience years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate

Age Bracket:
20-25 years Must own a conveyance Good communication skills Org Chart

Job Types:
Full-time, Permanent

Salary:
₹30, ₹45,000.00 per month

Benefits: