Life Insurance Sales Professional

7 hours ago


Solapur, Maharashtra, India beBeeInsurance Full time ₹ 50,00,000 - ₹ 70,00,000

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
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


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