Senior Life Insurance Advisor

2 days ago

Kolkata, West Bengal, India beBeeLifeInsurance Full time ₹ 30,00,000 - ₹ 70,00,000

Life Insurance Sales Professional

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We are seeking a motivated and results-driven individual to drive life insurance sales through direct client engagement and field visits. This is a performance-oriented role that offers attractive incentives, allowances, and excellent career growth opportunities for the right candidate.

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Key Responsibilities:

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  • 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.
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Required Skills & Competencies:

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  • 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.
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Qualifications:

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  • 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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We offer a fixed salary based on experience and performance, lucrative performance-based incentives, monthly/quarterly rewards, travel and communication allowances, professional development and career growth opportunities, supportive team culture, and sales enablement tools.

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