a) 46 years of experience in Bancassurance sales (Life Insurance)/open market experience
b) Handson experience in generating business through Partnerships/Self Sourcing/Referrals
c) Robust understanding of customer profile
d) Generate insurance leads through referrals, branch walkins, customer data mining
What to look for in a candidate:
Presentable, communication skills with quick check on basic maths.
Check energy levels, hunger for growth & for incentives.
Look for success stories of sales closures done through open market if any
Team Handling
1) Job Purpose
a) Drive Life Insurance Business from fresh customer acquisition across campaigns
b) To ensure all the pre and post sales support and services
c)
To achieve Sales Targets as defined by the organization
2) Dimensions
What are the areas (in quantitative terms) the job has an impact on
Dimension
Remarks
Manpower (Nos. )
Direct: 57
Indirect: N/A
FYP Targets
NOP Targets
Renewal Collection on orphan Base
3) Job Context & Major Challenges
(What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone
Key Challenges for the role
To identify current Life Insurance customers
To ensure differentiated and segmented approach to various campaigns
To manage attrition of the frontline sales force
4) Principal Accountabilities
Accountability
Supporting Actions
Acquire New Life Insurance Customers
Acquire current customers from Partnerships, Referrals
Lead generation from these new customers
Achieve Targets related to Premium and NOP
Allocate leads to the team members as per targets de
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