Financial Planning Manager

Job Description

Position – Financial Planning Manager

Channel: Direct Channel

Pay Roll: On Roll

Experience: Mini. 2 to 3 + Year sales experience required in Sales and Marketing of BFSI and Life Insurance

CTC: 3.50 LPA + Incentive

Qualification: Mini. Graduation is Compulsory

Job Roles 

-Lead provided by the company you need to work on this lead.

-Convince the customer and sales insurance policy.

-Give the right policy explanation of clients.

-Tell them the benefits of policy etc…

-Take daily follow-up clients

-Set the meeting with interested clients

-Make good presentation on client’s budget

-Organizing sales visits

Kevisha Lathiya : 88490 20556