- Generate and convert leads for life insurance products through the direct sales channel.
- Achieve monthly and quarterly sales and premium targets.
- Handle customer interactions, understand their insurance requirements and recommend suitable products.
- Follow up with prospective customers and convert leads into policies.
- Support the Sales Manager in managing and monitoring the sales team.
- Track daily team activity, lead status and sales performance.
- Conduct regular follow-ups with customers and ensure smooth policy issuance.
- Assist in training and mentoring current sales team members.
- Maintain a healthy sales pipeline and improve lead conversion.
- Prepare daily/weekly sales reports and share performance updates with management.
- Ensure compliance with company processes and insurance sales guidelines.
Candidate Profile
- 15 years of experience in Life Insurance Sales / Direct Channel Sales.
- Experience in team handling or sales coordination will be preferred.
- Strong communication and customer-handling skills.
- Target-oriented with good sales and negotiation abilities.
- Experience in lead generation, follow-up and conversion.
- Candidates from Life Insurance, General Insurance, Banking, BFSI or Financial Services can be considered, depending on the requirement.