Identify and generate leads via field visits, cold calls, referrals, and market outreach.
Lead, manage, and motivate a team of front-line sales representatives to achieve sales targets and expand our customer base.
Conduct client meetings to assess financial requirements and recommend appropriate General insurance/Health Insurance solutions.
Present policy features, benefits, and premium options clearly; address customer queries effectively.
Achieve defined monthly and quarterly sales targets, contributing to branch and organizational growth.
Build and nurture long-term customer relationships to ensure high satisfaction and policy renewals.
Coordinate with internal stakeholders including branch staff, underwriting, and operations for seamless policy processing.
Represent the company at promotional events, roadshows, and client engagement activities.
Maintain accurate and timely records of leads, customer interactions, and sales data using CRM tools or reporting formats.
Keep abreast of industry trends, competitor offerings, and regulatory changes impacting insurance sales.
Required Skills & Competencies:
Minimum 2 years of experience in field sales, preferably in life insurance, financial services, or similar sectors.
Strong communication, interpersonal, and negotiation skills.
Target-driven, self-motivated, and capable of working independently in a dynamic environment.
Sound understanding of insurance products, customer profiling, and regulatory norms.
Willingness to travel extensively for client meetings and sales activities.
Proficiency in basic computer applications and CRM/reporting tools.
Qualifications:
Bachelor's degree in any discipline (Graduation is mandatory).
IRDAI License preferred (must be obtained after joining if not already held).
Candidates with experience in
agency
or
direct sales
channels in insurance will be given preference.
Job Types: Full-time, Permanent