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Insurance Advisor -Development Manager @ Idealcrew Technology

Home > Sales / BD

 Insurance Advisor -Development Manager

Job Description

  • Meeting with clients.
  • Offering specialized financial guidance and advice.
  • Completing financial needs analyses.
  • Creating and explaining customized plans.
  • Utilizing knowledge of tax investment strategies.
  • Assessing clients' financial portfolios.
  • Analyzing clients' risk. -Encouraging clients to invest in the future
  • Strong verbal and written communication skills.
  • A professional appearance
  • On-going training in the latest products and benefits
  • Compliance according to state regulations and policies.
  • Attendance at product launches and seminars.

Employement Category:

Employement Type: Full time
Industry: Insurance
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Insurance Advisor -Development Manager

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Keyskills:   life insurance insurance insurance sales insurance agency management development management

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₹ 7 - 12 Lakh/Yr

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Idealcrew Technology

IdealCrew Technology We are  the  leading  IT ConsultancyServices based  in pune. we provide candidates  to manufacturing, IT ,NON IT ,chemical  company in PAN India location.