Key Responsibilities
- Generate new leads through calls, references, online leads and other sources.
- Contact prospective customers and understand their insurance and financial protection requirements.
- Explain insurance products, benefits, premium details, policy terms and coverage clearly.
- Recommend suitable insurance plans based on customer needs.
- Follow up with leads regularly and convert prospects into customers.
- Achieve monthly sales and revenue targets.
- Maintain regular communication with existing customers for renewals and policy servicing.
- Assist customers with documentation, proposal forms, KYC and other required formalities.
- Coordinate with insurance companies for policy issuance, processing and service-related queries.
- Provide post-sales support and assist customers with policy-related requirements.
- Maintain accurate records of leads, follow-ups, sales and customer information.
- Ensure that all sales and customer communication follows applicable insurance guidelines and company policies.
Requirements:
- Graduate in any discipline.
- 0-3 years of experience in insurance, financial services, banking, telesales or direct sales preferred.
- Freshers with valuable communication and sales skills can also apply.
- Excellent communication and convincing skills.
- Strong customer-handling and relationship-building abilities.
- Target-oriented and self-motivated.
- Basic knowledge of insurance products such as Life, Health and General Insurance will be an advantage.
- Comfortable making outbound calls and following up with customers.
- Hindi and English communication required.