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.
Solid 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.
Valuable presentation and problem-solving skills.

📌 Agency Manager Durg
🏢 SKILLVENTORY
📍 Durg