Job Title: Direct Channel Sales Executive / Relationship Manager
Industry: Life Insurance
Company: Aviva Life Insurance India
Job Summary:
Responsible for generating life insurance business through direct customer acquisition. The role involves identifying prospective customers, understanding their financial needs, recommending suitable life insurance products, and achieving monthly sales targets while ensuring excellent customer service and regulatory compliance. Role & responsibilities
Responsibilities:
- Generate leads through self-sourcing, referrals, and corporate activities.
- Meet customers to understand their financial goals and insurance requirements.
- Recommend suitable life insurance plans and close sales.
- Achieve monthly premium and policy issuance targets.
- Build and maintain long-term customer relationships.
- Ensure timely documentation and policy issuance.
- Provide after-sales service, policy renewals, and customer support.
- Adhere to IRDAI guidelines and company compliance standards.
- Coordinate with internal teams for smooth policy processing.
Eligibility:
- Graduate in any discipline (MBA preferred but not mandatory).
- 15 years of experience in life insurance, banking, BFSI, or direct sales.
- Freshers with solid sales aptitude may also be considered for entry-level roles.
Skills Required:
- Strong communication and negotiation skills.
- Customer relationship management.
- Sales and target orientation.
- Good presentation and interpersonal skills.
- Knowledge of life insurance products and financial planning.
- Ability to work independently and achieve business targets.
Key Performance Indicators (KPIs):
- New policy sales and premium collection.
- Lead conversion ratio.
- Customer retention and policy persistency.
- Customer satisfaction.