Insurance Manager

4 weeks ago

Ghaziabad, Uttar Pradesh, India r3 Consultant Full time

Job Summary

We are looking for a motivated and results-driven Assistant Manager / Business Development Manager to drive life insurance sales through direct client engagement and field visits. The ideal candidate should have a strong sales background, experience in lead generation, and the ability to convert prospects into customers. This is a performance-oriented role that offers attractive incentives, allowances, and excellent career growth opportunities.

Key Responsibilities

  • Generate leads through field visits, cold calling, reference networks, and market activities
  • Conduct customer meetings to understand financial needs and recommend suitable life insurance products
  • Explain policy details, benefits, and premium options to clients and resolve their queries
  • Achieve monthly and quarterly sales targets and contribute to overall business growth
  • Maintain strong client relationships and ensure high levels of customer satisfaction
  • Coordinate with branch teams, operations, and underwriters to ensure smooth policy processing
  • Participate in marketing campaigns, roadshows, and customer engagement initiatives
  • Maintain timely records of all sales activities, leads, and customer interactions in CRM or reporting formats
  • Stay updated on market trends, competitor offerings, and regulatory guidelines

Required Skills & Competencies

  • Proven field sales experience (minimum 2 years) in life insurance, financial products, or similar sectors
  • Strong communication, negotiation, and interpersonal skills
  • Self-motivated with the ability to work independently and meet targets
  • Good understanding of life insurance products, customer needs, and regulatory compliance
  • Willingness to travel extensively for field visits and customer meetings
  • Basic computer literacy and familiarity with reporting tools or CRM systems

Qualifications

  • Bachelor's degree in any discipline (Graduation is mandatory)
  • IRDAI certification preferred (can be obtained post-joining if not available)
  • Candidates with prior experience in insurance sales, agency, or banca channels will be preferred

What We Offer

  • Fixed salary up to ₹7 LPA (based on experience and performance)
  • Lucrative performance-based incentives and monthly/quarterly rewards
  • Travel and communication allowances
  • Professional development and career growth opportunities
  • Supportive team culture and sales enablement tools

Skills: reporting,crm familiarity,customer engagement,life insurance,regulatory compliance,negotiation,sales,basic computer literacy,field visit,communication,life insurance knowledge,interpersonal skills,insurance,field sales,incentives,lead generation

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