Wealth Planning Officer

ffered Salary
18,500 - 20,500 Monthly
Job Benefits
PF & ESIC
Incentives View Details
Reimbursements: Mobile, Travel View Details
Locations
Surat, Surat (11 Openings)
Shift Timings
9:00 AM - 6:00 PM
Weekly Days Working
6 Days Working (Sunday Off)
Selection Criteria
Compulsory Preferred
Education
Graduation
MBA in finance
Experience
Fresher can also apply
Min 6 months of experience
of field sales experience
Age
20 to 32 years only
Communication
Hindi (Fluent) [Speak]
English (Good) [Speak]
Gujarati (Fluent) [Speak]
Documents
Aadhar Card and PAN Card
Current / last company's appointment letter and last to last company's relieving letter.
Skills
Confidence, Field Work, Basic Computers, Sales Mindset, New Business Development, Communication, Honesty
Others
Write AASAANJOBS on resumes carried to interview
Decently dressed and groomed
Expected Salary
Notice Period
Key Skills Required
Confidence
Field Work
Basic Computers
Sales Mindset
New Business Development
Communication
Honesty
Job Description
Sell Life Insurance plans
Work on the given leads by :
Enquire leads for an interest in purchasing life insurance policies
Collect Documents from interested leads
Ensuring timely issuance of policies by resolving pending issues
Acquire New Customer by :
Personal References and Cold Walk-ins
Explaining benefits of life insurance to potential customers
Candidate has to come to office in morning and evening for reporting. Spend the afternoon on field building new business
Understand the client and pursue need based selling, suiting the customer's need and depth of pocket
In the evening, updation of days activity on the company's LMS / Excel Sheet (Lead Management System)
Would spend a bulk of his time on field, thus the candidate should be self motivated and result oriented
Company would provide I-Pads/TAB's to selected candidates to enhance their sales presentations
Incentives
Attractive incentives :
On exceeding sales targets
Reimbursements
Mobile Reimbursements
Mobile bill shall be reimbursed
Travel Reimbursements
On business justification