Job Description Direct Distribution Frontline Sales

Band- 1

CTC - 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 EX

📌 ARM DD (Jaipur)
🏢 Bharti AXA Life Insurance
📍 Jaipur