Insurance Executive
Mumbai, Maharashtra, India (Hybrid) · Full Time
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- Experience
- Any
- Salary
- INR 15,000 – INR 22,000 / month
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- Hybrid
- Resume
- Required to apply
Where you'll work
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Job description
Job Overview
As an Insurance Executive with Betterplace Safety Solutions based in Mumbai, you will be responsible for engaging potential clients and educating them about the importance of long-term financial protection. This role involves proactive outreach and collaboration with the advisory team to facilitate comprehensive financial planning discussions.
Key Responsibilities
- Contact potential customers by making outbound calls using leads derived from marketing efforts and partner networks.
- Initiate meaningful conversations about securing family finances, addressing education expenses, and the significance of future-focused planning.
- Clarify the benefits of early financial protection strategies to customers.
- Motivate customers to arrange consultation meetings with advisory professionals for more detailed insights.
- Keep meticulous records of all customer engagements, including call notes and lead progress, within company databases.
- Perform timely follow-ups with prospects who have shown interest but have not yet scheduled consultations.
- Consistently achieve daily outreach goals and consultation scheduling targets.
- Work closely with the advisory team to ensure efficient transfer and management of qualified leads.
Compensation
The position offers a monthly salary ranging between INR 15,000 and INR 22,000.
Working Model
This is a hybrid role requiring a combination of remote and on-site work.