Senior Life Insurance Specialist

2 days ago

Shimoga, Karnataka, India beBeeInsurance Full time ₹ 70,00,000
Job Opportunity:

We are seeking a highly motivated and results-driven professional to join our team as an Assistant Manager / Business Development Manager. This role will be responsible for driving life insurance sales through direct client engagement and field visits.

Key Responsibilities

  • Field Visits & Lead Generation: Generate leads through proactive field visits, cold calling, reference networks, and market activities to drive business growth.
  • Customer Meetings: Conduct customer meetings to understand financial needs and recommend suitable life insurance products.
  • Premium Options: Explain policy details, benefits, and premium options to clients and resolve their queries effectively.
  • Sales Targets: Achieve monthly and quarterly sales targets and contribute to overall business growth.
  • Client Relationships: Maintain strong client relationships and ensure high levels of customer satisfaction.
  • Team Coordination: Coordinate with branch teams, operations, and underwriters to ensure smooth policy processing.
  • Marketing Initiatives: Participate in marketing campaigns, roadshows, and customer engagement initiatives.
  • Record Keeping: Maintain timely records of all sales activities, leads, and customer interactions in CRM or reporting formats.

Required Skills & Qualifications

  • Proven Sales Experience: Proven field sales experience (minimum 2 years) in life insurance, financial products, or similar sectors.
  • Communication Skills: Strong communication, negotiation, and interpersonal skills.
  • Self-Motivation: Self-motivated with the ability to work independently and meet targets.
  • Product Knowledge: Good understanding of life insurance products, customer needs, and regulatory compliance.
  • Travel Requirements: Willingness to travel extensively for field visits and customer meetings.
  • Technical Skills: Basic computer literacy and familiarity with reporting tools or CRM systems.

Qualifications:

  • Bachelor's Degree: Bachelor's degree in any discipline (Graduation is mandatory).
  • IRDAI Certification: IRDAI certification preferred (can be obtained post-joining if not available).
  • Insurance Background: Candidates with prior experience in insurance sales, agency, or banca channels will be preferred.

What We Offer:

  • Competitive Salary: Fixed salary up to ₹7 LPA (based on experience and performance).
  • Incentives: Lucrative performance-based incentives and monthly/quarterly rewards.
  • Allowances: Travel and communication allowances.
  • Career Growth: Professional development and career growth opportunities.
  • Supportive Culture: Supportive team culture and sales enablement tools.

Skills:

  • Life Insurance
  • Regulatory Compliance
  • Negotiation
  • Sales
  • Basic Computer Literacy
  • Field Visit
  • Customer Engagement
  • Interpersonal Skills

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