Insurance Sales Role (1-5 Yrs) Mumbai (BFSI Sales)

- Provides service to clients changing insurance needs by selling life, health, and disability insurance.- Establishes productive working relationships with clients.- Develops base for long-term sources of clients.- Compiles lists of prospects.- Determines clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.- Ascertains clients long-term goals.- Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.- Communicates with adjusters.- Obtains underwriting approval by completing application for coverage.- Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs.- Provides continuing service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications.- Provides death benefits by delivering policy proceeds and reassessing client needs.- Updates job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations.- Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments. (ref:updazz.com)

Payroll Type : Permanent