Financial Planning Manager

Job Description

Direct distribution channel or self-directed channel refers to an insurer selling an insurance product directly to a consumer without an intermediary and  its an individual role.

Roles and Responsibilities:

-Assist the customer every step of the way while he completes his insurance application

-Provide personalized suggestions to lower the quote and guide the customer from start to finish

-Monitor agent performance and ensure targets are met.

-Develop and implement sales strategies.

-Build and maintain relationships with agents.

-Prepare reports on agency performance.

-Building a positive relationship with the customers.

-Making sure to provide excellent customer service and customer satisfaction.

-Preparing monthly sales reports and presenting them to the higher management.

-Staying up-to-date on the latest technologies and developments in the industry.

Requirement Candidate:

-Min 2+ year of experience in Any Field Sales & Marketing

-Qualification- Graduation mandatory

-CTC- Up To 3.00 LPA+ Incentive + Other Benefit

-AGE : 21 to 38 Years

Interested Candidate kindly share your Resume

For more details contact

Nisha P. | HR Team

phone/whatsapp on: 6352430339