Key Responsibilities
- Generate new business through leads, outbound calls, referrals, networking, and customer references.
- Connect with prospective customers and understand their life insurance and financial protection needs.
- Recommend suitable life insurance products from multiple insurance providers.
- Explain policy features, benefits, coverage, premiums, exclusions, and terms clearly to customers.
- Conduct customer meetings and product presentations.
- Follow up regularly with prospects and convert leads into policies.
- Achieve assigned monthly and quarterly sales targets.
- Assist customers with documentation, proposal submission, underwriting, and policy issuance.
- Coordinate with insurance companies and internal teams for smooth processing.
- Maintain accurate customer and sales records in the CRM.
- Build strong long-term relationships with customers and generate referrals.
- Ensure sales practices are compliant with company policies and applicable insurance regulations.
- Keep updated with new life insurance products, insurer offerings, and market developments.
Requirements
- Graduate in any discipline.
- 1–3 years of experience in Life Insurance, Insurance Broking, Banking, BFSI, or Financial Services sales preferred.
- Freshers with strong communication and sales skills may also be considered.
- Excellent communication and interpersonal skills.
- Strong sales, negotiation, and convincing abilities.
- Self-motivated, energetic, and target-oriented.
- Comfortable with calling, follow-ups, and customer meetings.
- Basic knowledge of MS Office and CRM tools.
- Ability to work independently and as part of a team
Pay: ₹25,000.00 - ₹35,000.00 per month
Benefits:
Language:
Work Location: In person
