Financial Associate (বীমা এজেন্ট)

Job Description

Title: Financial Associate (বীমা এজেন্ট)

Company Name: Astha Life Insurance Company Limited (Cumilla)

Vacancy: 194

Age: Na

Job Location: Cumilla

Salary: Negotiable

Experience:

Published: 2024-10-24

Application Deadline: 2024-11-22

Education:

• Minimum SSC or equivalent.
• Higher qualifications will be considered an advantage.

For newcomers, a strong commitment to self-development is essential. For experienced candidates, we welcome you to embark on a journey with us.

• Client Financial Assessment: Analyze clients` financial positions, income, and risk factors to suggest appropriate insurance policies.

• Proposing Insurance Solutions: Develop and recommend customized insurance plans that align with client`s needs and long-term financial goals.

• Client Relationship Management: Build and maintain long-term relationships with clients, offering regular advice and updates on insurance matters.

• Claims Assistance: Guide clients through the process of filing claims, ensuring accuracy and timely processing.

• Market Research: Stay informed about the latest insurance products, market trends, and changes in regulations to provide updated advice to clients.

• Sales and Outreach: Identify potential clients through networking, referrals, and marketing, and work to expand the company`s client base.

• Documentation and Compliance: Ensure all client documentation is complete and in line with legal and company requirements.

Job location: Anywhere at Cumilla

Salary: Commission-driven earnings with unlimited potential. As long as you maintain strong customer relationships and provide exceptional service, you`ll have the opportunity to achieve remarkable success and accomplish great things in your career.