1. Identify and generate new business opportunities through field visits and customer references.
2. Promote and sell life, health, or general insurance products.
3. Meet prospective customers and explain insurance advantages, features, premiums, and coverage.
4. Achieve monthly and quarterly sales targets.
5. Conduct daily field visits to meet potential customers.
6. Build and maintain strong customer relationships.
7. Follow up with prospective customers and convert leads into sales.
8. Assist customers with insurance application and documentation processes.
9. Coordinate with internal teams for policy issuance and customer support.
10. Maintain daily sales reports and update customer information in CRM.
11.
Ensure compliance with company policies and insurance regulations.
Required Skills
- Good communication and interpersonal skills.
- Strong convincing and negotiation abilities.
- Customer-handling skills.
- Sales and business development knowledge.
- Ability to work independently in the field.
- Target-oriented and self-motivated attitude.
- Basic computer and MS Excel knowledge.
- Two-wheeler and valid driving licence preferred.