Sales and Business Development Specialist

4 days ago

Palakkad, Kerala, India beBeeLifeInsurance Full time ₹ 5,00,000 - ₹ 7,00,000
Job Overview

We seek a highly motivated and results-driven Insurance 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
  • Stay updated on market trends, competitor offerings, and regulatory guidelines
Requirements

The ideal candidate should possess:

  • 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

Competitive remuneration package including:

  • 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
Essential Skills:
  • reporting
  • crm familiarity
  • customer engagement
  • life insurance
  • regulatory compliance
  • negotiation
  • sales
  • basic computer literacy
  • field visit
  • communication
  • life insurance knowledge
  • interpersonal skills

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