Application deadline date has been passed for this Job.
Post Date: March 3, 2021
Interested candidates share their CV on email@example.com or contact on 6352491043
Roles and Responsibilities
Designation: Financial Planning Manager
Function / Department: Direct Channel / Direct Sales
CTC- 2.5 Lakhs+incentives+bonus
Responsibility: The primary responsibility of the FPM is to sell insurance policies by generated / generating leads though internal / external distribution model and serving existing customers or leads that are received from the respective channel for sourcing business.
Daily monitoring of leads
Update leads in LMS system
Repost daily activity to supervisor
Service existing clients
Maintain assigned renewals data and persistency targets
Desired Candidate Profile
Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
Adopt need based selling (Tailor make recommendation based on customers profile)and assist and coordinate with customers to facilitate smooth policy insurance.
Rigorous and timely follow-up on all prospects that are in work in progress stage.
Update prospect information and track performance on lead management system (LMS)/VYMO
Ensure that all procedural requirement for policy issuance are complete and correct.
Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.