- Identify and research potential clients through various channels such as cold calling, networking events, referrals, and online research.
- Generate leads and maintain a database of prospective clients.
- Conduct consultations with clients to understand their insurance needs, financial goals, risk tolerance, and investment preferences.
- Educate clients about different insurance products, investment options, and financial planning strategies.
- Present insurance policies, investment plans, and other financial products to clients in a clear and compelling manner.
- Customize product offerings to meet the specific needs and preferences of individual clients.
- Build and maintain strong relationships with clients to ensure customer satisfaction and retention.
- Provide ongoing support and assistance to clients with policy servicing, claims processing, and investment management.
- Address client inquiries, concerns, and objections in a timely and professional manner.
- Stay informed about industry trends, regulatory changes, and competitive offerings.
- Conduct market research and competitor analysis to identify new business opportunities and stay ahead of the competition.
- Maintain accurate records of client interactions, sales transactions, and documentation related to insurance policies and investments.
Qualifications and Skills:- Good communication skills, both verbal and written.
- Strong interpersonal skills and ability to build rapport with clients.
- Sales-oriented mindset with a passion to deliver positive outcome.
- Willingness to undergo training for product knowledge and upgrade sales technics.
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Sales Executive - Gurugram, India - ORA FINANCIALS
Description
As a Sales Executive in the insurance & investment industry, you will play a crucial role in promoting and selling various insurance products and investment opportunities to potential clients. This position is for fresher candidates who is enthusiastic about sales, have good communication skills & eager to learn about insurance & investment sector.
Requirements
Key Responsibilities: