
Financial Sales Specialist
6 days ago
Life Insurance Sales Professional
">We are seeking a results-driven professional 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.
">- 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.
What We Offer:
">- 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.
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