Financial Advisor
Current• Presenting Financial advice to the clients towards there need analysis and fulfilling their requirements• Established customer-focused, needs based review process to educate customers about insurance options.• Scheduled daily appointments for home services to market life insurance policies and collect premiums from home-based clients• Selling Life Insurance products to the individuals andHealth Insurance to the corporates.• Investment plans like savings and protection plans, whole life plan, education plan and term plan.• Attending events to generate maximum leads to convert them into sales.• Conducting Tele calls on daily basis and SMS activities to generate more leads.• Presenting the investment plans on Life Insurance for the individuals and Health Insurance plans for the Corporates in various organizations on a weekly basis.• Collecting Loan availed clients from the bank data to sell the decreased term plan to cover against the Loan for security.