- Generate current business through customer acquisition and referrals.
- Meet prospective customers and understand their financial protection and insurance needs.
- Explain suitable Life insurance products and benefits to customers.
- Develop and maintain strong relationships with customers and insurance advisors.
- Support recruitment, activation, and development of insurance agents/advisors.
- Assist advisors in lead generation, sales presentations, and business conversion.
- Achieve assigned monthly and quarterly sales targets.
- Maintain regular follow-up with prospects and existing customers.
- Ensure proper documentation and adherence to company processes and regulatory guidelines.
- Participate in branch sales activities, customer meetings, campaigns, and local market development.
- Maintain accurate records of leads, customer interactions, and business performance.
Preferred candidate profile
📌 Development Manager (Ahmednagar)
🏢 Sbi Life
📍 Ahmednagar
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