- Generate leads through self-sourcing, referrals, walk-ins, and digital inquiries.
- Meet prospective customers to understand their insurance and financial protection needs.
- Recommend appropriate life insurance products based on customer requirements.
- Achieve monthly, quarterly, and annual sales targets.
- Build and maintain solid relationships with customers to ensure long-term engagement.
- Conduct regular follow-ups for lead conversion and policy issuance.
- Ensure timely collection and submission of customer documents.
- Provide after-sales service, including policy servicing and renewal support.
- Maintain accurate records of sales activities in the CRM system.
- Ensure compliance with IRDAI guidelines and company policies.
- Participate in sales campaigns, promotional activities, and training programs.
Preferred candidate profile
- Strong communication and interpersonal skills.
- Sales and negotiation abilities.
- Customer relationship management.
- Goal-oriented with a target-driven mindset.
- Good presentation and convincing skills.
- Basic computer knowledge and CRM proficiency.