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, advantages, 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