Financial Services Consultant

Role & responsibilities

• Understand customer needs and recommend suitable life insurance products to them
• Acquire new clients with the help of leads provided by the company and generate quality business revenue
• Actively cross/up sell products to the companys existing customers by identifying the customer needs
• Provide service to existing customers, solve their queries, concerns and ensure the quality of business is maintained consistently
• Generate fresh leads through cold calling and devise new ways of widening customer base for revenue generation opportunities
• Accept authority of application, complaints of the customers and responsible to take it forward with concerned team
• Exercise due diligence to prevent unauthorized/fraudulent transactions

Preferred candidate profile

• Sales drive and target orientation
• Relationship-building and networking skills
• Basic financial product knowledge
• Good communication in local language
• Ability to work in field-intensive roles