Insurance Sales Leader

2 days ago

Erode, Tamil Nadu, India beBeeLife Full time ₹ 35,00,000 - ₹ 70,00,000

Job Title: Insurance Manager

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We are seeking an ambitious and driven Professional to lead 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.

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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 & Qualifications:

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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.\
  • 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.\

  • What We Offer:

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    • 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.\

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