Role & responsibilities

- Generate life insurance business through assigned bank branches.
- Build and maintain solid relationships with Branch Managers, Relationship Managers, and other bank officials.
- Train and motivate bank employees on life insurance products, sales techniques, and ongoing campaigns.
- Identify prospective customers from the bank's customer base and convert leads into policy sales.
- Conduct customer meetings and provide financial planning and insurance solutions.
- Achieve monthly, quarterly, and annual sales targets.
- Ensure timely issuance of policies by coordinating with operations and underwriting teams.
- Maintain high persistency and customer retention through regular follow-ups.




- Cross-sell and upsell life insurance products based on customer requirements.
- Ensure adherence to IRDAI guidelines, company policies, and compliance standards.
- Submit accurate sales reports and maintain proper documentation.

Preferred candidate profile

- Excellent communication and interpersonal skills.
- Strong relationship management and stakeholder engagement.
- Sales and negotiation skills.
- Customer-centric approach.
- Ability to work under pressure and achieve sales targets.
- Knowledge of life insurance products and financial planning.
- Good presentation and problem-solving skills.

📌 Agency Manager (Durg)
🏢 SKILLVENTORY
📍 Durg