Business Development Executive Life Insurance Direct Sales Lucknow

Business Development Executive Life Insurance Direct Sales Lucknow

28 Sep
|
bwise solutions
|
Lucknow

28 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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