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Insurance Development Specialist

2 weeks ago

Manila, National Capital Region, Philippines Wego Consultants Full time
Job Summary

We are seeking a skilled and results-driven Insurance Development Specialist to join our team at Wego Consultants. In this exciting role, you will be responsible for establishing and strengthening relationships with our allocated customer base in India.

The ideal candidate will have a minimum of 6 months' experience in Life Insurance sales and a proven track record of driving sales growth. Strong communication and interpersonal skills are essential for success in this position.

In return for your expertise, we offer a competitive compensation package, including a CTC up to 4 lacs + incentives.

Key Responsibilities
  • Establish and strengthen relationships with the allocated customer base.
  • Ensure retention of the existing customer database.
  • Act as the single point of contact for customers for any query or complaint.
  • Identify financial goals of customers and provide financial planning assistance.
  • Conduct competition analysis to provide professional advice to customers.
  • Fulfill daily self-appointments from the given customer database.
  • Pursue cross-sell & up-sell opportunities with allocated customers.