Dear Candidate,

We are hiring for Leading Life Insurance Company.

Job Description

III. Key Responsibility Areas

1

Impact on the Business / Function

Pitch and sell insurance products to existing policyholders and to bank customers

Identify opportunities to bundle insurance offerings for better customer value

Achieve set sales targets and contribute to overall business

Operate in the defined sales process and use the tools provided (e.g., Lead Management System)

2

Customers / Stakeholders

Contact customers through calls, emails or meetings to present cross-selling opportunities

Build strong relationships with clients to ensure repeat business and referrals

Analyze customer profiles to suggest suitable insurance solutions

Address customer queries, resolve complaints, and any other doubts

Collaborate with bank branch and staff basis the requirement and needs





Coordinate with internal teams like branch operations, new business, underwriting, etc. for effective fulfilment from login to issuance

3

Product Knowledge

Comprehensive understanding of the features, benefits, and terms of all insurance products offered

Proper explanation of policy options, features, terms, and coverage details clearly to customers

4

Operational Effectiveness & Control

Ensure Controls and Audit are in place as required by IRDA & CHL Compliance

Foster a compliance culture; act as a change agent to uncover issues and implement creative solutions to manage risk actively

Ensure proper usage of Merchandise and PIR

CTC: Upto 5.0LPA

Experience Required: Min 2yrs in Life Insurance experience required.

📌 Frm-S (Tamil Nadu)
🏢 Skywings Advisors
📍 Tamil Nadu