Job Description

Recommend certain services such as life insurance, retirement income, investments, and long-term care insurance.Build relationships with clients and communities.Provide solutions for short and long-term financial goals.Help clients achieve financial security.Present products and services via a presentation or slideshow.Determine clients' financial needs and areas of improvement.Determine security risks.Develop prospects from current commercial customers, referral leads, and sales and trade meetings.Negotiate sales agreements and contracts.Take payments.Prepare forms or agreements.Sell trusts, investments, and check processing services.

  • Experience

    1 - 3 Years

  • No. of Openings

    10

  • Education

    Vocational Course, Advanced/Higher Diploma, Professional Degree, B.B.A, B.Com, Post Graduate Diploma, M.A, M.B.A/PGDM, M.Com

  • Role

    Finance Sales Executive

  • Industry Type

    Call Centre / BPO / KPO / ITES / LPO

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face interview location

    Ravi Chambers Basement, Below Laminate Gallery, Office No 8, Canada Corner

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