- Generate current leads through field visits, references, and networking.
- Meet customers and understand their insurance requirements.
- Explain and promote suitable insurance products such as Motor, Health, Life, Term, Fire, and other insurance policies.
- Prepare quotations, proposals, and assist customers with documentation.
- Follow up with prospective customers and convert leads into sales.
- Maintain regular contact with existing customers for renewals and additional insurance requirements.
- Achieve monthly sales and business targets.
- Develop and maintain strong customer relationships.
- Coordinate with the internal team and insurance companies for policy issuance, renewals, and customer support.
- Maintain daily records of field visits, leads, follow-ups,
and sales activities.
Candidate Profile:
- Minimum 12th pass; graduation preferred.
- Good communication and convincing skills.
- Comfortable with field work and meeting customers.
- Sales experience in insurance, banking, automobile, or financial services will be an advantage.
- Freshers with good communication and a positive attitude can also apply.
- Two-wheeler and valid driving licence preferred.
Key Skills:
- Field Sales
- Lead Generation
- Customer Relationship Management
- Communication & Negotiation
- Sales & Target Achievement
- Follow-up Skills