12 Sep
|
Naukri e-Hire
|
Chennai
12 Sep
Naukri e-Hire
Chennai
Role & responsibilities The Agency Development Manager is responsible for driving sales of life insurance products by acquiring recent customers, building long-term relationships, and achieving assigned business targets. The role involves field sales, lead generation, financial need analysis, customer acquisition, and post-sales service while ensuring regulatory compliance. This is a target-driven, customer-focused role.
Key Responsibilities
Generate leads through references, networking, field activities, and other prospecting methods.
Acquire current customers and promote life insurance products based on their financial needs.
Conduct customer meetings, presentations, and financial need analysis.
Recommend suitable protection, savings, retirement, child education,
and investment solutions.
Achieve monthly, quarterly, and annual sales targets.
Build and maintain long-term customer relationships to ensure persistency and renewals.
Ensure timely collection and submission of proposal documents.
Maintain accurate customer records and update CRM systems.
Deliver excellent customer service throughout the sales lifecycle.
Coordinate with branch operations and underwriting teams for policy issuance.
Participate in sales campaigns, training programs, and branch initiatives.
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