Job highlights

- Experience in direct sales and lead generation in life insurance

- Generate leads, acquire customers, explain insurance products, achieve sales targets, maintain customer relationships, ensure documentation and compliance

Role & responsibilities

- Generate leads and acquire current customers through direct sales activities, telecalling, references, and customer meetings.

- Explain life insurance products, including term plans, savings plans, investment-linked plans, and retirement solutions.

- Achieve monthly and quarterly sales targets as assigned by the organization.

- Build and maintain strong customer relationships to generate repeat business and referrals.

- Understand customer financial needs and recommend suitable life insurance solutions.





- Follow up with prospective customers and convert leads into successful business.

- Ensure accurate documentation, policy issuance, and timely premium collection.

- Maintain compliance with company policies and IRDAI guidelines.

- Track sales performance and submit regular reports to the reporting manager.

Preferred candidate profile

- Direct Sales

- Lead Generation

- Customer Acquisition

- Life Insurance Sales

- Relationship Management

- Business Development

- Target Achievement

- Customer Relationship Management (CRM)

📌 Relationship Manager (Bhopal)
🏢 SKILLVENTORY
📍 Bhopal