Bajaj Allianz - Consultant - Insurance (0-8 Yrs) Bhubaneshwar (BFSI Sales)

Step 1: Build a Prospect List- Start with your personal network-family, friends, colleagues, and acquaintances.- Use social media platforms and networking events to connect with potential clients.- Focus on identifying people who are financially aware and interested in long-term investments or insurance plans.Step 2: Understand Client Needs- Schedule meetings to understand their financial goals, such as child education, retirement, or wealth creation.- Ask open-ended questions and listen carefully to their concerns and requirements.Step 3: Recommend Suitable Plans- Match their needs with Bajaj Allianz plans that offer value.- Explain the benefits, including life cover, tax savings, and potential returns.- Highlight flexibility in premium amounts, starting at - 25,000 per year.Step 4: Showcase Your Credibility- Share success stories or testimonials from existing clients.- Explain how Bajaj Allianz is a trusted brand with reliable plans.Step 5: Follow Up Regularly- Keep in touch with prospects who need time to decide.- Share reminders about financial deadlines like tax-saving season or policy benefits.Step 6: Focus on Volume and Quality- Aim to secure at least 24 policies with an average annual premium of - 25,000 to achieve the - 6 Lakh target.- Focus on larger premium cases by targeting high-income clients for faster progress.Step 7: Leverage Referrals- Request satisfied clients to refer you to friends and family.- Offer small incentives like free consultations or gift vouchers to encourage referrals.Step 8: Stay Consistent and Motivated- Set daily or weekly activity goals (e.g., meet 5 prospects daily, close 2 policies weekly).- Celebrate small wins and keep yourself motivated to stay on track. (ref:updazz.com)

Payroll Type : Permanent