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Insurance Wealth Manager ( PART TIME)

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JOB PROFILE :

We are seeking dynamic and motivated individuals to join our team as Part-Time Insurance Wealth Managers under our Wider Insurance Network initiative from. This role offers an excellent opportunity to build a career in the insurance and wealth management sector while enjoying flexible working hours plus insentive based compensation.

As a Insurance Wealth Managers Associate, you will be responsible for promoting and selling life insurance products, building client relationships, and contributing to market expansion through wider distribution.

ELIGIBILITY CRITERIA:

  • Age: 18 to 60 years
  • Minimum Qualification: 10th Pass
  • Valid PAN Card
  • Valid Aadhaar Card
  • Active Bank Account

SKILLS REQUIRED:

  • Strong communication and interpersonal skills
  • Sales and persuasion abilities
  • Customer relationship management
  • Basic understanding of insurance and financial products
  • Self-motivated and target-oriented
  • Ability to work independently
  • Basic computer literacy
  • Proficiency in local/regional language preferred

KEY RESPONSIBILITIES:

  • Identify and approach potential customers for life insurance products
  • Explain insurance policies, benefits, and features to prospective clients
  • Generate leads and convert them into sales
  • Maintain strong relationships with existing clients and provide post-sales service
  • Achieve monthly/quarterly sales targets as assigned
  • Complete mandatory training programs
  • Comply with company policies, code of conduct, and regulatory requirements
  • Maintain accurate records and documentation in the Siddhi system
  • Participate in team meetings and training sessions as required
  • Stay updated on new products, market trends, and industry developments

ADDITIONAL CANDIDATE PREFERENCES:

  • Experience: Freshers are welcome; prior experience in sales, insurance, or financial services is an advantage
  • Professional Background: Candidates with experience in customer-facing roles, direct sales, or financial advisory will be preferred
  • Educational Background: Graduates or those with higher education in Commerce, Business, or related fields preferred but not mandatory
  • Location: Candidates should be willing to work in their designated territory/branch area
  • Availability: Should be able to dedicate minimum working hours as per business requirements
  • Integrity: Candidates with a clean professional record; no prior terminations or disciplinary actions
  • ESIC & UAN Details: If previously employed, candidates should provide ESIC and UAN numbers

Job Type: Part-time

Pay: ₹12,000.00 - ₹300,000.00 per year

Expected hours: No less than 4 per week

Benefits:

  • Flexible schedule

Work Location: In person

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