Job Description
R9 Wealth India Pvt. Ltd. is a leading AMFI-registered mutual fund distributor and trusted wealth management platform in India. The company offers a wide range of financial solutions, including mutual funds, fixed deposits, insurance, stock market investments, and loans. With a mission to simplify financial decision-making, R9 Wealth supports clients in building, protecting, and growing their wealth with a focus on long-term planning, transparency, and disciplined investing. By emphasizing a research-driven approach, R9 Wealth aligns client portfolios with their goals, ensuring financial success and lifelong wealth creation.
Role Description
This is a full-time, on-site position for an Insurance Agent based in Mumbai. The Insurance Agent will be responsible for selling insurance products, managing insurance portfolios, collaborating with brokers, and ensuring excellent customer service. Key responsibilities include identifying client needs, advising on the best insurance solutions, managing client relationships, and meeting sales targets through effective communication and a customer-centric approach.
Qualifications
• Expertise in Insurance Sales, Insurance, and Insurance Brokerage
• Strong foundation in Finance and financial planning
• Exceptional Customer Service skills, including the ability to build long-term client relationships
• Proven communication and negotiation skills
• Goal-driven with the ability to meet sales and performance targets
• Relevant certifications or training in insurance or finance will be an advantage
• Experience in the financial services or insurance industry is preferred
Role Description
This is a full-time, on-site position for an Insurance Agent based in Mumbai. The Insurance Agent will be responsible for selling insurance products, managing insurance portfolios, collaborating with brokers, and ensuring excellent customer service. Key responsibilities include identifying client needs, advising on the best insurance solutions, managing client relationships, and meeting sales targets through effective communication and a customer-centric approach.
Qualifications
• Expertise in Insurance Sales, Insurance, and Insurance Brokerage
• Strong foundation in Finance and financial planning
• Exceptional Customer Service skills, including the ability to build long-term client relationships
• Proven communication and negotiation skills
• Goal-driven with the ability to meet sales and performance targets
• Relevant certifications or training in insurance or finance will be an advantage
• Experience in the financial services or insurance industry is preferred
💡 Quick Summary
Seeking a career-building opportunity? The Insurance Agent position is now open for candidates interested in the Insurance sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Insurance is a plus.