Life Mitra – Roles & Responsibilities
Identify, generate, and qualify leads while engaging with prospective customers in a professional manner.
Present SBI Life insurance products and recommend suitable solutions aligned with customer requirements and financial goals.
Support customers through policy documentation, application processing, and issuance procedures.
Deliver end-to-end after-sales service, including premium payment reminders, policy servicing, and claim assistance.
Build and maintain robust, long-term customer relationships while consistently achieving assigned sales targets.
Conduct regular follow-ups with prospects and existing clients to ensure higher conversion and retention rates.
Educate customers on various insurance plans, advantages,



and policy features to enable informed decision-making.
Maintain accurate records of customer interactions, leads, and sales activities in the CRM system.
Coordinate with internal teams to ensure smooth onboarding and timely policy issuance.
Participate in training programs and product updates to stay informed about new offerings and compliance guidelines.
Ensure adherence to company policies, regulatory requirements, and ethical sales practices at all times.

Pay: ₹30,000.00 - ₹1,312,329.13 per month

Benefits
Versatile schedule
Paid sick time

Work Location: Remote

📌 Policy Advisor Life Mitra Kottayam
🏢 SBI Life Insurance
📍 Kottayam