Wealth Planning Officer (WPO) - Mumbai

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Job Description

Wealth Planning Officer (WPO) - Mumbai100 openings

1 round

Sales / Business Development Job

In Tata Aia

Job Summary

Offered Salary

₹18,500 Monthly

Job Benefits

PF & ESIC

Incentives View Details

Reimbursements: Mobile, Travel View Details

Locations

Andheri East, Mumbai (200 Openings)

Shift Timings

9:00 AM - 6:00 PM

Weekly Days Working

6 Days Working (Sunday Off)

Selection Criteria

CompulsoryPreferred

Education

12th pass

Experience

Min 6 months of experience

of field sales experience

Insurance sales experience

Age

20 to 32 years only

Communication

Hindi (Fluent) [Speak]

English (Good) [Speak]

Documents

Current / last company's appointment letter and last to last company's relieving letter.

Aadhar Card and PAN Card

Skills

Honesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence

Others

Write AASAANJOBS on resumes carried to interview

Decently dressed and groomed

Expected Salary

Notice Period

Key Skills Required

Honesty

Communication

New Business Development

Sales Mindset

Basic Computers

Field Work

Confidence

Job Description

Sell Life Insurance plans

Work on the given leads by :

Enquire leads for an interest in purchasing life insurance policies

Collect Documents from interested leads

Ensuring timely issuance of policies by resolving pending issues

Acquire New Customer by :

Personal References and Cold Walk-ins

Explaining benefits of life insurance to potential customers

Candidate has to come to office in morning and evening for reporting. Spend the afternoon on field building new business

Understand the client and pursue need based selling, suiting the customer's need and depth of pocket

In the evening, updation of days activity on the company's LMS / Excel Sheet (Lead Management System)

Would spend a bulk of his time on field, thus the candidate should be self motivated and result oriented

Company would provide I-Pads/TAB's to selected candidates to enhance their sales presentations

Incentives

Attractive incentives :

On exceeding sales targets

Reimbursements

Mobile Reimbursements

Mobile bill shall be reimbursed

Travel Reimbursements

On business justification

About the company

Tata AIA Life Insurance Company (Tata AIA Life) is a joint venture company formed by Tata Sons and the AIA Group (AIA). Tata AIA Life combines Tata's pre-eminent leadership position in India and AIA's presence as the largest, independent listed pan-Asia life insurance group in the world, spanning 17 markets in Asia Pacific. Tata AIA Life started operations on April 1, 2001.

Qualifications

12 th pass

Additional Information