Role & responsibilities
- Generate leads through referrals, networking, calls, and other channels.
- Contact prospective customers and schedule meetings.
- Understand customers financial goals and insurance requirements.
- Explain life insurance plans, benefits, premiums, terms, and coverage.
- Recommend suitable policies based on customer needs.
- Handle customer questions and objections professionally.
- Follow up with prospects and convert leads into policy sales.
- Complete application forms and ensure required documentation is collected.
- Maintain regular contact with existing customers.
- Achieve monthly and annual sales targets.
- Follow company policies and applicable insurance regulations.
- Maintain accurate records of leads, meetings, applications, and sales.

Preferred candidate profile
- Positive communication and interpersonal skills
- Sales and negotiation ability
- Customer relationship management
- Persuasion and presentation skills
- Basic understanding of financial and insurance products
- Target-oriented and self-motivated approach
- Ability to work independently and as part of a team

📌 Graduate sales trainee (Pune)
🏢 Sbi Life
📍 Pune