Job Role Life Insurance Sales Executive Key Responsibilities:
- Work from the assigned branch location.
- Sell life insurance policies by identifying and convincing potential customers.
- Handle and convert different types of customer sources, including:
- Walk-in customers.
- Existing customers.
- Leads provided by the branch.
- Personal contacts and references.
- Understand customer requirements and recommend suitable life insurance policies.
- Explain policy features, advantages, premiums, and terms clearly to customers.
- Follow up with prospective customers to convert leads into successful policy sales.
- Build and maintain strong customer relationships.
- Visit customers when required for meetings, discussions, or policy-related activities.
- Achieve assigned sales and business targets.
- Maintain proper records of leads, customer interactions, follow-ups, and sales activities.