Financial Service Consultant

Job Description (JD) Financial Services Manager

Position: Financial Services Manager

Company: Top Life Insurance

Eligibility Criteria -

Age: 21-32 Years

Qualification: Graduation (Mandatory)

Experience: Minimum 1 Year of Work Experience

Roles & Responsibilities

Work on leads provided by the company and convert them into life insurance sales.

Meet customers to understand their financial and insurance needs and recommend suitable life insurance solutions.

Build and maintain strong relationships with existing and prospective customers.

Conduct customer meetings and branch appointments to explain insurance products and close sales.

Visit customers for policy documentation and policy issuance if they are unable to visit the branch.

Achieve assigned sales targets while ensuring a high level of customer satisfaction.

Employment Type

Full-Time, On-Roll Position

Direct Employee of Top Life Insurance

Compensation & Benefits

CTC: (Based on Experience & Qualification)

Fixed Salary + Incentives

Conveyance Allowance

Medical Insurance

Accidental Insurance

Group Insurance Benefit

Note: This is a customer-facing role that involves working on company-provided leads, meeting customers, local customer visits whenever required, and driving life insurance sales.

With Regards,

Top Life Insurance HR Team

HR Dhruvi

928500053