1. Contact prospective customers through company-provided leads and outbound calling.
2. Generate new business through direct customer acquisition and personal references.
3. Understand customer financial requirements and recommend suitable life insurance products.
4. Convert qualified leads into successful policy sales.
5. Conduct customer meetings and explain product features, advantages and policy terms.
6. Achieve monthly business targets, premium targets and productivity parameters.
7. Follow up with prospective customers to ensure business conversion.
8. Maintain regular customer relationships and provide post-sales support.
9. Ensure timely renewal follow-ups and improve customer retention.
10. Maintain daily sales reports, lead updates and CRM activities.
11. Follow company policies, sales processes and IRDAI compliance guidelines.
Preferred candidate profile
- Education: Graduate in any discipline.
- Experience: 1-5 years of relevant sales experience preferred.
- Industry: Life Insurance, General Insurance, Banking, NBFC or BFSI.
- Strong communication and customer-handling skills.
- Good sales, negotiation and business development capabilities.
- Target-oriented and self-motivated candidates.
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