Key Responsibilities

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Generate new business through direct sales activities (leads, referrals, walk-ins, tele-calling, digital leads).

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Meet prospective customers, understand their financial needs, and recommend suitable life insurance solutions.

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Close sales and achieve monthly and quarterly targets.

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Maintain long-term relationships with customers to ensure renewals and cross-selling.

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Ensure complete and accurate documentation as per compliance and company guidelines.

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Follow up on issued policies for customer satisfaction and service requirements.

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Maintain MIS, sales reports, and daily activity trackers.

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Participate in product training, sales meetings, and promotional activities.

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Adhere to IRDAI guidelines and company policies.

Products Handled

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Term Insurance

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ULIPs

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Endowment Plans

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Savings & Investment Plans

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Retirement & Pension Plans

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Child Plans

Desired Candidate Profile

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Graduate / Postgraduate in any discipline.

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1–5 years of experience in Direct Sales / Life Insurance / BFSI (freshers can be considered).

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Solid communication, negotiation, and presentation skills.

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Customer-focused and result-oriented mindset.

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Willingness to travel locally for client meetings.

Key Skills

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Direct Sales & Field Sales

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Customer Acquisition

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Need-Based Selling

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Relationship Management

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Target Orientation

📌 RM - Direct channel (Bharatpur)
🏢 Skywings Advisors
📍 Bharatpur