Role & responsibilities

Job Description Direct Distribution Frontline Sales
Band- 1CTC - Up to 3.5 lakh rupees
JOB SUMMARY:Promoting and Selling Life insurance products directly to customers, identifying client needs, building client relationships and meeting Sales targets

KEY RESPONSIBILITIES:

- Lead Generation- Identify and Prospect recent clients through networking, referrals or cold calling.
- Directly promote and sell life insurance policies to prospective clients.
- Assess client needs and financial goals to recommend the most suitable insurance products as per customer need analysis and ensure right product positioning with customer.
- Build and maintain long lasting relationships with clients for retention and customer satisfaction.
- Meet or Exceed sales targets and performance metrics and achieve new business productivity & Renewal Targets.
- Handle client inquiries and provide customer service throughout the sales process.
- To manage all the operations of processing application, Forms, and Policy documentation and collaborate with operations team for timely issuance of policy.
- Maintain up to date knowledge of all insurance products and company regulations.
- Stay informed about industry trends,



competitors offerings and regulatory updates.
- Ensure to report DSR via companys sales report management system.
- Handle policy renewals and other administrative tasks related to policies to provide excellent customer service to the existing and new clients.
- Ensure quality follow up on assigned leads to ensure timely closure and update status on assigned leads.
- Adhere to compliance & procedural obligations as per company laid out norms.
- Take active interest in self-development needs and participate in technical, product and skills training and keep abreast of product and service developments
- Meet customers to resolve issues or queries proactively
- Handle complaints in a timely and professional manner
- Host events for customers to develop new and long-term relationship

MINIMUM/SPECIFIC EXPERIENCE:

- Graduate/ Post Graduate in any discipline
- Good communication skills English & regional language (mandatory)
- Age group: 25-38 years
- Min 2 years of Sales experience
- Preferably has own conveyance
- Previous Sales experience of BFSI industry is preferred

Preferred candidate profile

Roopa (phone hidden)

📌 Relationship Manager (Karnataka)
🏢 Bharti AXA Life Insurance
📍 Karnataka