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Wealth Planning Officer (WPO) - Mumbai103 views

Sales / Business Development Job

Tata AIA(100 Openings)

Andheri East, Mumbai

18,500 Monthly

Job Summary

Job Benefits

PF & ESIC , Incentives  Reimbursments

Shift Timings

9:00 AM - 6:00 PM

Working Days

6 days (Sunday Off)

Desired Candidate Profile

Checklist: RequiredCompulsory
Checklist: Not RequiredOptional


  • Checklist: Required12th pass


  • Checklist: RequiredMin 6 months of experience
  • Checklist: Requiredof field sales experience
  • Checklist: RequiredInsurance sales experience


  • Checklist: Required20 years - 32 years only


  • Checklist: RequiredHindi (Fluent)[Speak]
  • Checklist: RequiredEnglish (Good)[Speak]


  • Checklist: RequiredCurrent / last company's appointment letter and last to last company's relieving letter.
  • Checklist: RequiredAadhar Card and PAN Card


  • Checklist: RequiredDecently dressed and groomed
  • Checklist: RequiredWrite AASAANJOBS on resumes carried to interview
  • Checklist: RequiredExpected Salary
  • Checklist: RequiredNotice Period


  • Checklist: RequiredHonesty, Communication, New Business Development, Sales Mindset, Basic Computers, Field Work, Confidence


Mobile Reimbursements

Mobile bill shall be reimbursed

Travel Reimbursements

On business justification

Incentives Structure

Attractive incentives :

  • On exceeding sales targets

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

Company Detail


Tata AIA



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