Financial Advisor (Life & Health Insurance)

Roles & Responsibilities:

This role involves engaging with potential customers via telephone to promote the company’s financial products and services. The ideal candidate will be able to effectively communicate product benefits, resolve customer queries, and support the sales process through appointment scheduling and follow-ups. Attention to detail, customer orientation, and excellent communication skills are key to succeeding in this position.

Key Responsibilities:

• Contact businesses and individual clients by phone to promote services
• Clearly explain the product features and benefits to customers
• Resolve customer queries in a timely and professional manner
• Follow up with customers and collect feedback after the initial interaction
• Accurately record customer details and transaction information
• Obtain necessary customer information for documentation
• Schedule appointments for the sales team with prospective clients

Basic Requirements:

• Background in financial services and sales
• Excellent verbal and written communication skills
• Experience in sales, marketing, telemarketing, or promotions
• Candidates with experience in banking or personal loan sales are preferred
• Proficiency in computer applications and CRM tools
• Customer-focused with strong multitasking and organizational skills

This role is ideal for proactive individuals who thrive in a sales-driven environment and are looking to grow within the financial services sector.