company logo

Insurance Advisor Internship

Mumbai
Internship
Fresher
Posted on Feb 10 2025

About the Job

Skills

Salesforce
Communication Skills
Problem-Solving Skills
Customer Relationship Management (CRM) software
Risk Assessment Techniques
Microsoft Excel
Insurance Policy Analysis
Regulatory Compliance Understanding

Key Responsibilities:

  1.  Client consultation and coordination on calls and emails.
  2.  To identify potential clients through various channels such as networking, referrals and cold calling.
  3.  To develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.
  4.  To negotiate with the clients and close the deals to achieve the set goals.
  5.  Stay updated on industry trends, market conditions and market competition.
  6.  Manage leads, track sales activities, and generate reports for management review.
  7.  Participate in regular sales meetings, training sessions, and performance reviews to continuously improve sales techniques and product knowledge.


About the company

BTW Financial Services & IMF offers a variety of insurance-related services in addition to marketing financial products and acting as a comprehensive financial advisor. Our commitment to exceptional communication practices ensures that we not only meet but exceed the expectations of those who entrust us with their financial services. ARN Number 282372 || IRDA Number IMF0749012024069

Industry

Insurance

Company Size

11-50 Employees

Headquarter

Mumbai, Maharashatra

Other open jobs from BTW Financial Services & IMF PVT LTD