Business Development Executive - Life insurance (Direct Sales) (Lucknow)

Business Development Executive - Life insurance (Direct Sales) (Lucknow)

27 Sep
|
bwise solutions
|
Lucknow

27 Sep

bwise solutions

Lucknow

(JD) Relationship Manager / Sales Manager (Direct Channel) – Life Insurance

Position: Relationship Manager / Sales Manager

Channel: Direct Channel

Industry: Life Insurance

Location: As per requirement

CTC: As per company norms

Key Responsibilities

- Generate life insurance business through direct customer acquisition.
- Meet prospective customers and understand their financial protection and investment needs.
- Promote and sell life insurance products.
- Build and maintain long-term customer relationships.
- Achieve monthly, quarterly, and annual sales targets.
- Conduct customer meetings, presentations, and follow-ups.
- Ensure proper documentation and policy issuance process.
- Provide after-sales service and policy-related support.
- Maintain daily sales reports and update CRM systems.
- Cross-sell and up-sell suitable insurance products.

Eligibility




- Graduate in any discipline.
- Minimum 1–5 years of sales experience (Life Insurance/BFSI preferred).
- Solid communication and relationship-building skills.
- Target-oriented and self-motivated.
- Local market knowledge preferred.

Required Skills
- Sales & Negotiation
- Customer Relationship Management
- Prospecting & Lead Generation
- Communication & Presentation Skills
- Goal Orientation

KPIs
- Premium Collection
- Policy Issuance
- Customer Acquisition
- Persistency & Renewal Business
- Cross-Sell/Up-Sell Performance

Preferred Background
- Life Insurance Direct Channel
- Banking Sales
- Financial Products Sales
- BFSI Sales

📌 Business Development Executive - Life insurance (Direct Sales) (Lucknow)
🏢 bwise solutions
📍 Lucknow

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