Company Description
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Role Description
This is a full-time, on-site role for a Licensed Insurance Agent, based in Mumbai. The Licensed Insurance Agent will be responsible for providing insurance consultation and products to clients, explaining various insurance and finance options, and assessing individual client needs to recommend suitable insurance solutions. Daily tasks include building strong client relationships, managing insurance portfolios, and achieving sales targets. Additionally, the role requires monitoring market trends and maintaining comprehensive knowledge of the insurance industry.
Qualifications
- Expertise in Insurance Sales and Insurance products
- Knowledge of Insurance Brokerage and related practices
- Understanding of Finance concepts and ability to provide relevant advice to clients
- Strong Customer Service skills to build and maintain client relationships
- Proven communication and interpersonal skills
- Proficiency in using relevant software and tools to manage portfolios
- Ability to work independently and collaboratively with a team
- Licensure as an insurance agent in compliance with applicable regulations
- Experience in the insurance or financial services industry is a plus
