Financial Consultant

HDFC Life Insurance Company Limited

0 yrs. Delhi
Posted on 09 May 2021

Job Description

Research and source potential clients and build long-term relationships

Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products

Advise clients on the insurance policies that best suit their needs

Customize insurance programs to suit individual clients

Deliver approved policies to new clients and explain benefits and terms and conditions of the policy

Re-assess the policy needs of existing clients after life-changing events
Fill-out and submit applications, issue quotes, maintain client records and prepare reports

Keep a watch on industry and market trends and best practices

Keyskills

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