Job Title: Life Insurance Consultant
Location: Modal Town
Department: Sales / Insurance
Reporting To: Branch Manager / Sales Manager
Job Summary
A Life Insurance Consultant is responsible for advising clients on suitable life insurance policies to meet their financial protection and investment needs. The role involves generating leads, meeting potential clients, explaining policy benefits, and closing sales while maintaining long-term relationships with customers.
Key Responsibilities
- Identify and approach potential customers to generate new business opportunities.
- Understand client financial needs and recommend suitable life insurance plans.
- Explain policy features, benefits, terms, and conditions clearly to clients.
- Achieve monthly and annual sales targets set by the company.
- Build and maintain strong relationships with clients for long-term business.
- Provide after-sales service and assist clients with policy-related queries.
- Maintain accurate records of sales activities and customer interactions.
- Participate in sales meetings, training programs, and company events.
- Follow company compliance and regulatory guidelines.
Required Skills
- Strong communication and interpersonal skills
- Sales and negotiation abilities
- Customer relationship management
- Good presentation and convincing skills
- Basic knowledge of financial products and insurance policies
Qualification
- Graduate in any stream (preferred)
- Experience in insurance, banking, NBFC, or financial services is an advantage
Experience
- 0–5 years experience in sales / insurance / financial services preferred.
Salary & Incentives
- Fixed salary + attractive incentives + performance bonuses.
- Additional benefits may include travel allowance, rewards, and recognition programs.
Key Performance Indicators (KPI)
- Monthly policy sales target
- Customer acquisition
- Policy renewal rate
- Client satisfaction
Job Types: Full-time, Part-time, Freelance
Pay: From ₹50,000.00 per month
Benefits:
Work Location: In person
