our Company
BeWealthy helps 1800+ retail clients and 16 corporates with their insurance needs, managing assets exceeding 28 crores in western India. With a dedicated team of 27, we earned the 2022 IRDA Corporate Agency recognition. Come, be part of the team that is building a comprehensive distribution channel for Life, Health, and Non-Life insurance solutions.
A Fast-Growing Company
Welcome to a Company that’s among the fastest-growing financial SMs in the city.
Making an Impact
Be part of a team that believes in shaping the lives of their clients.
A Great Workplace
A stimulating environment that nurtures your professional and personal growth.
Equal Opportunity Employer
Diversity is our strength. Race, religion, colour, caste or gender does not matter.
Job Description
Responsibilities:
- The candidate will be responsible for managing sales and relationships with clients, selling life insurance products for the company
- The candidate will provide excellent customer service and ensure that clients have the necessary information to make informed decisions regarding life insurance products
- Establish and maintain relationships with clients, both new and existing. This involves understanding client needs, offering advice, and providing solutions
- Sell life insurance policies to clients, based on their specific needs and preferences
- Ensure that clients are satisfied with their life insurance policies and services they receive. This involves responding promptly to client quires and complaints, and providing timely updates
- Maintain accurate records of client interactions, sales, and other activities. This includes updating client information and ensuring that all records are up-to-date
- Keep abreast of industry developments, including new products, regulations, and trends
- Collaborate with other team members, to ensure that clients receive a seamless service
- Ability to work independently and collaboratively to create Cross-sell and Upsell opportunity
Perks and Benefits:
- Best in Class CTC + Incentive (for selling & cross-selling)
- Opportunity to enhance professional qualification from best of the university or platforms & On the Job skilling
Qualification and Education Requirements:
- Bachelor’s Degree and other relevant degree
- Experience working on similar profile
Key Skills:
- Minimum of 2-3 years of experience in sales, preferably in the insurance industry
- Excellent communication and interpersonal skills, strong sales and negotiation skills, ability to work independently, and good organizational skills
- Knowledge of the life insurance industry and products, understanding of regulatory requirements, and knowledge of sales techniques and strategies
