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Wealth Planning Officer

Full time Marketing

Sell Life Insurance plans
Work on the given leads by :
- Enquire leads for an interest in purchasing life insurance policies
- Collect Documents from interested leads
- Ensuring timely issuance of policies by resolving pending issues
Acquire New Customer by :
- Personal References and Cold Walk-ins
- Explaining benefits of life insurance to potential customers

Candidate has to come to office in morning and evening for reporting. Spend the afternoon on field building new business
Understand the client and pursue need based selling, suiting the customer's need and depth of pocket
In the evening, updation of days activity on the company's LMS / Excel Sheet (Lead Management System)
Would spend a bulk of his time on field, thus the candidate should be self motivated and result oriented
Company would provide I-Pads/TAB's to selected candidates to enhance their sales presentations