About the role
In this role, you will be responsible for assessing client needs and recommending appropriate insurance products. Your day-to-day activities will involve client meetings, preparing financial plans, and ensuring compliance with regulatory requirements. This position is ideal for someone who has a passion for helping clients achieve their financial goals while working in a dynamic team environment. You will receive support and training to enhance your insurance expertise and client management skills.
What you'll do
- Assess client insurance needs and provide tailored recommendations.
- Prepare comprehensive financial plans for clients.
- Conduct regular follow-ups with clients to ensure satisfaction.
- Stay updated on industry trends and insurance products.
What you'll need
- Bachelor's degree in finance, business, or related field.
- 2-5 years of experience in the insurance industry.
- Strong communication and interpersonal skills.
Skills
Strong analytical skills.
Excellent negotiation abilities.
In-depth knowledge of insurance products.
Good to have
Familiarity with financial planning software.
Sales experience in financial services.
Benefits
- Attractive salary package.
- Performance-based incentives.
- Continuous professional development opportunities.
Interested in this role?
It takes about two minutes. Free to apply — BJNM never asks candidates for money.
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Questions about this job
What are the primary responsibilities of this role?
You will assess client needs, recommend insurance products, and prepare financial plans.
What experience is required for this position?
Candidates should have 2-5 years of experience in the insurance industry.
Is this position onsite or remote?
This is an onsite role based in SG Highway, Vadodara.
What is the salary range for this role?
The salary range is between INR 40,000 to INR 80,000 monthly.
How do I apply for this position?
Click "Apply Now" on this page to apply through BJNM. BJNM is recruiting for this role on behalf of a client employer.
Listing last updated