Found Description
Description
- Build and maintain relationships with clients to understand their insurance needs.
- Provide expert advice on available insurance products and solutions.
- Conduct outreach to potential clients to generate new business opportunities.
- Prepare and present insurance proposals to clients, detailing coverage options.
- Effectively manage client accounts, ensuring satisfaction and retention.
Requirements
- Educational Qualifications: Bachelors degree in a relevant field preferred.
- Experience Level: 02 years, entry-level candidates are welcome.
- Skills and Competencies: Strong communication and interpersonal skills.
- Skills and Competencies: Knowledge of wealth management principles.
- Qualities and Traits: Highly motivated with a strong desire to succeed.