Job DescriptionPRIMARY JOB RESPONSIBILITIES

NThe Insurance Sales Specialist will be responsible for driving premium-based issuance and business growth across assigned regions. The role focuses on lead generation, sales closures, employee and intermediary activation, persistency management, and compliance-driven training for Life and Health insurance products, including Group and NRI business.

NKey Responsibilities

n1. Sales & Business Delivery (Quantitative KRAs)

NEnsure average 40% RM - Dealer activation per branch (quarterly).

NEnsure monthly branch activation.

NTrack and drive minimum 2 insurance joint meetings per RM/Dealer per week.

NConduct at least 1 insurance training in every branch, every month.

NIncrease insurance participation from loss-making units/teams and support non-performers to achieve RSR through insurance contribution.

NSupport branch wise target planning and implementation of sales strategy & processes in coordination with Branch Managers.

NAssist Regional Directors to do Insurance target planning for the region (bottoms up approach)

N2. Premium-Based Issuance

NDrive lead generation through direct channels.

NConduct joint sales calls with regional teams and intermediaries.

NEnsure timely closures and smooth policy issuance.

NManage leakage to ensurerevenue retention.

NEnsure process adherence.

NCoordinate closely with Regional Directors and local Insurance Company representatives.

NManage group insurance enquiries, facilitate RFQ completion, enable accurate and timely quotations, and provide end-to-end support for Group Insurance- GTL, GMC.

NGenerate NRI business through sales team.

N3.



Employee & Channel Activation (Direct)

NFacilitate SP and POSP certifications as per regulatory norms.

NDrive employee activation initiatives and sales contests to enhance productivity.

NProvide effective sales tools, pitching material, and support to field teams.

N4. Persistency Management

NMaintain persistency benchmarks of Life: 90% and Health: 75%.

NTrack renewal performance and support, co-ordination with sales teams, IC and Jodhpur central team for timely renewal collection

NSupport ECS mandate attachment to improve renewal efficiency.

N5. Training & Development

NConduct regular trainingsessions on processes and internal communication.

NCo-ordinate with Insurance companies for calendarize regular training.

NDeliver product and process training for Life, Health, and Group Insurance.

NEnsure compliance with IRDAI guidelines and regulatory requirements.

NThis position reports to:- Regional Director-West

NAcademic requirements:- Graduate or Post Graduate

NExperience:- 12-15+ years of experience

NKey Competence & Skills required

NKey Competence

nSales execution and premium-based business growth (Life & Health)

NChannel, employee, and intermediary activation

NPersistency, renewal, and revenue leakage management

NStakeholder coordinationand regulatory compliance (IRDAI)

NSkills

nStrong communication, negotiation, and closure skills

NKnowledge of Life, Health, Group (GTL/GMC), and NRI insurance products

NUnderstanding of issuance, renewal, and ECS processes

NMIS reporting, data analysis, and follow-up skills

NInterested candidates canshare their updated resume on [email protected]

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