
Life Insurance Sales Professional
7 hours ago
Job Summary
We are seeking a highly motivated and results-driven sales 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.
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
- 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
- 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
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