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Direct Sales -Life & Health Insurance
Location: Kolkata
Industry: Insurance Broking
Experience: 3+ years
About the Role: We are looking for dynamic sales professionals to drive direct sales of life and health insurance products
across Kolkata, Ahmedabad, and Kanpur. The role involves acquiring new clients, managing customer relationships, and
providing suitable insurance solutions to individuals and families.
Key Responsibilities:
Client Acquisition: Identify and acquire new customers for life and health insurance products through direct sales
efforts.
Lead Generation: Generate leads through market visits, referrals, networking, cold calling, and digital channels.
Needs Assessment: Understand client requirements and financial goals to recommend suitable life and health insurance
solutions.
Relationship Management: Build and maintain long-term relationships with clients to drive renewals and repeat
business.
Business Target Achievement:
Achieve monthly and quarterly sales targets as defined by management.
Market Intelligence: Stay updated on market trends, competitor offerings, and regulatory changes impacting insurance
sales.
Documentation & Compliance: Ensure complete and accurate documentation for policy issuance in compliance with
IRDAI guidelines.
Desired Candidate Profile:
Graduate in any discipline (Insurance certification is a plus).
3+ years of relevant experience in direct/field sales of life and/or health insurance products.
Valuable knowledge of life and health insurance products.
Strong communication, negotiation, and relationship-building skills.
Self-motivated, target-oriented, and able to work independently.
Proficiency in MS Office.