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Life Insurance Sales Specialist
3 weeks ago
Job Overview:
We are seeking a seasoned Insurance Sales Specialist to drive life insurance sales through direct client engagement and field visits.
The ideal candidate will have a proven track record in field sales, strong communication and negotiation skills, and the ability to convert prospects into customers.
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
Benefits:
- Fixed salary 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
Sales Enablement Tools: CRM System, Reporting Tools, Field Visit Management
