Life Insurance Sales Professional

12 hours ago

Vellore, Tamil Nadu, India beBeeInsurance Full time ₹ 40,00,000 - ₹ 70,00,000
Job Overview

We are seeking a highly motivated and results-driven insurance professional to drive life insurance sales through direct client engagement and field visits.

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 & Qualifications
  • 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

This role offers a unique opportunity to build a successful career in life insurance sales and develop valuable skills in customer engagement and relationship building.

Additional Information

Candidates with prior experience in insurance sales, agency, or banca channels will be preferred. IRDAI certification is also desirable but not mandatory.

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