As a Life Insurance Advisor, your primary responsibility is to promote and sell life insurance policies offered by Kotak Mahindra Life Insurance. You will be tasked with understanding the financial needs of individuals and recommending suitable insurance products to meet those needs. Key Responsibilities: Sales and Business Development: Prospect and generate leads through various channels such as referrals, networking, and cold calling. Conduct comprehensive financial needs analysis to understand clients requirements. Present and explain insurance policy options based on the analysis and recommend appropriate coverage. Customer Relationship Management: Build and maintain long-term relationships with clients to ensure continuous business and referrals. Provide excellent customer service by addressing clients’ queries and concerns regarding their insurance policies. Follow up with clients to review their insurance needs as their financial situations change. Compliance and Documentat
As a Life Insurance Advisor, your primary responsibility is to promote and sell life insurance policies offered by Kotak Mahindra Life Insurance. You will be tasked with understanding the financial needs of individuals and recommending suitable insurance products to meet those needs. Key Responsibilities: Sales and Business Development: Prospect and generate leads through various channels such as referrals, networking, and cold calling. Conduct comprehensive financial needs analysis to understand clients requirements. Present and explain insurance policy options based on the analysis and recommend appropriate coverage. Customer Relationship Management: Build and maintain long-term relationships with clients to ensure continuous business and referrals. Provide excellent customer service by addressing clients’ queries and concerns regarding their insurance policies. Follow up with clients to review their insurance needs as their financial situations change. Compliance and Documentat
