Purpose of the Role The Sales Officer is responsible for driving sales and promoting life insurance products through direct engagement with clients. This role aims to expand the customer base, enhance market presence, and achieve defined sales targets within the assigned territory. Scope of Work - Conduct direct sales activities to effectively promote life insurance products to potential clients.

- Assess client needs and provide customized insurance solutions to meet those needs.
- Develop and maintain solid relationships with clients to ensure high levels of customer satisfaction and retention.
- Collaborate with colleagues in the sales department to formulate strategic sales initiatives and campaigns tailored for the local market.
- Analyze market trends and monitor competitor activities to identify potential business opportunities for growth.
- Prepare regular sales reports for management,



providing insights into performance metrics and areas requiring attention.

Candidate

Requirements - Excellent communication skills with a strong ability to engage and interact with clients effectively.

- Experience in field sales with demonstrable success in achieving sales objectives.
- Knowledge of life insurance products and an understanding of the broader insurance industry landscape is essential.
- Proven negotiation skills complemented by the ability to persuade potential clients.
- Strong organizational skills, capable of managing multiple tasks efficiently while working as part of a team. Applications will be assessed against the stated requirements.

Industry

Insurance

Department

Sales / BD

📌 Sales Officer - Field Sales, Unit Sales Manager, Deputy Manager (Mumbai)
🏢 Pinnacle RMC
📍 Mumbai