Life Insurance Specialist (Bankura)

Life Insurance Specialist (Bankura)

28 Oct
|
Aditya Birla Sun Life Insurance
|
Bankura

28 Oct

Aditya Birla Sun Life Insurance

Bankura

Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI), established in 2000, is a joint venture between the Aditya Birla Group, a leading Indian conglomerate, and Sun Life Financial Inc., a global financial services organization based in Canada. Combining deep local market knowledge with international insurance expertise, ABSLI focuses on providing robust financial protection solutions for customers across India. The company ranks among the top private life insurance providers in the country and is known for driving innovation and setting industry benchmarks. ABSLI introduced several category-first practices, such as the “Free Look Period,” pioneering Unit Linked Life Insurance plans among private players, and monthly portfolio disclosure for greater transparency. Its comprehensive product suite includes term plans, life stage solutions, health plans, and retirement plans, designed to meet diverse policyholder needs. Role Description The Life Insurance Specialist is a full time, on-site role based in Bankura. This role involves meeting prospective and existing customers to understand their financial protection needs and recommending suitable life insurance and related products from ABSLI’s portfolio. The Life Insurance Specialist will conduct regular sales activities such as lead generation, prospecting, policy presentations, and follow-ups to achieve individual and branch sales targets. The role includes providing ongoing customer service by assisting with policy issuance, renewals,



claims-related queries, and product clarifications to ensure a positive customer experience. The specialist will also collaborate with branch staff and management, maintain accurate records of customer interactions, and stay updated on product features, compliance requirements, and market trends. Qualifications
• Candidates should possess strong Insurance Sales and Sales skills to drive policy acquisition, conversions, and achievement of revenue targets.
• Candidates should possess solid Customer Service skills to manage client relationships, address queries, and ensure high levels of satisfaction and retention.
• Candidates should possess foundational Finance and Insurance knowledge to explain products clearly, assess customer needs, and recommend suitable solutions.
• Relevant experience in life insurance, financial services, or related sales roles is highly beneficial.
• Strong communication and interpersonal skills, with the ability to present complex information in a simple, customer-friendly manner.
• Ability to work in a target-driven environment, with good planning, time management, and follow-through skills.
• Minimum educational qualification of a bachelor’s degree or equivalent; IRDA license or willingness to obtain required certifications as per regulatory norms.
• Comfort with using basic digital tools (e.g., CRM systems, email, presentations) and adherence to all regulatory and company compliance guidelines.

📌 Life Insurance Specialist (Bankura)
🏢 Aditya Birla Sun Life Insurance
📍 Bankura

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