Job Title: Relationship Manager / Sales Manager Direct Channel
Industry: Life Insurance
Department: Direct Sales
Employment Type: Full-Time
Job Summary
We are seeking energetic and target-driven professionals for the Direct Channel Sales team. The role involves acquiring new customers, generating business through self-sourcing and company-generated leads, promoting life insurance products, and achieving sales targets through direct customer interactions.
Key Responsibilities
- Generate life insurance business through direct customer acquisition.
- Meet prospective customers and understand their financial protection needs.
- Recommend suitable life insurance products based on customer requirements.
- Achieve monthly, quarterly, and annual sales targets.
- Build and maintain long-term customer relationships.
- Follow up on leads and convert them into sales.
- Conduct customer meetings, presentations, and product demonstrations.
- Ensure timely policy issuance and documentation.
- Provide after-sales service and policy servicing support.
- Maintain accurate sales reports and CRM updates.
Eligibility Criteria
- Graduate in any discipline.
- Minimum 1 year of experience in Life Insurance, Health Insurance, Banking, Financial Services, BFSI, or Direct Sales.
- Freshers with solid sales aptitude may also be considered for entry-level roles.
- Good communication and interpersonal skills.
- Strong customer handling and negotiation abilities.
Preferred Candidate Profile
- Experience in Direct Channel, Agency Channel, Banking, CASA, Loans, Credit Cards, Telecom, or Field Sales.
- Self-motivated and target-oriented.
- Comfortable with field sales and customer meetings.
- Ability to build strong customer relationships.
Key Skills
- Direct Sales
- Life Insurance Sales
- Customer Acquisition
- Relationship Management
- Lead Conversion
- Financial Planning
- Cross-Selling & Upselling
- Field Sales
Performance Metrics
- Premium Collection
- Policy Issuance
- Lead Conversion Ratio
- Customer Retention
- Revenue Achievement
Benefits
- Fixed CTC + Attractive Incentives
- Performance Rewards & Recognition
- Career Growth Opportunities
- Training & Development Programs
- Insurance and Employee Benefits