Role & responsibilities
Generate leads through referrals, networking, cold calling, digital leads, and other sources.
Meet prospective customers to understand their financial goals and insurance requirements.
Explain life insurance products, advantages, policy features, premiums, and terms clearly.
Recommend suitable insurance plans based on customer needs and eligibility.
Convert leads into current policy sales and achieve monthly/quarterly sales targets.
Maintain solid relationships with existing and prospective customers.
Follow up regularly with customers and manage the sales pipeline.
Assist customers with the application and documentation process.
Ensure accurate completion of KYC and other required documentation.




Maintain records of sales activities and customer interactions.
Follow company policies, regulatory requirements, and ethical sales practices.
Identify opportunities for cross-selling and referrals.

Preferred candidate profile
Excellent communication and interpersonal skills.
Strong convincing, negotiation, and relationship-building abilities.
Target-oriented and self-motivated approach.
Ability to work independently and as part of a team.
Basic knowledge of insurance and financial products is an advantage.

📌 Senior Business Development Executive Amravati
🏢 Sbi Life
📍 Amravati