Direct Marketing
Reporting To
(Title)
Area/Regional Sales Manager
Superior’s Superior
(Title)
Zonal Manager
Unit
Birla Sun Life Insurance Company Ltd
Location
Zone
Business
Life Insurance
Desired Candidate Profile and Experience
a) 4–6 years of experience in Bancassurance sales (Life Insurance)/open market experience
b) Hands-on experience in generating business through Partnerships/Self Sourcing/Referrals
c) Solid understanding of customer profile
d) Generate insurance leads through referrals, branch walk?ins, customer data mining
What to look for in a candidate:
1. Presentable, communication skills with quick check on basic maths.
2. Check energy levels, hunger for growth & for incentives.
3. Look for success stories of sales closures done through open market if any
4. Team Handling
1) Job Purpose
a) Drive Life Insurance Business from fresh customer acquisition across campaigns
b) To ensure all the pre and post sales support and services
c)
To achieve Sales Targets as defined by the organization
2) Dimensions
What are the areas (in quantitative terms) the job has an impact on?
3) Job Context & Major Challenges
(What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone?
Key Challenges for the role –
· To identify new Life Insurance customers
· To ensure differentiated and segmented approach to various campaigns
· To manage attrition of the front-line sales force
Accountability
Supporting Actions
4) Principal Accountabilities
Acquire New Life Insurance Customers
1. Acquire new customers from Partnerships, Referrals
2. Lead generation from these new customers
Achieve Targets related to Premium and NOP
3. Allocate leads to the team members as per targets decided.
4. Periodically
📌 SM ABCD Kolkata
🏢 Financial services
📍 Kolkata
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