Insurance Sales Professional

5 days ago

Dombivli, Maharashtra, India beBeeLifeInsurance Full time ₹ 40,00,000 - ₹ 70,00,000
Job Opportunity

We are seeking a skilled professional 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.

  • 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
Required Skills & Competencies
  • 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
Qualifications
  • 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
  • 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
Key Skills:
  • Reporting
  • CRM familiarity
  • Customer engagement
  • Life insurance
  • Regulatory compliance
  • Negotiation
  • Sales
  • Basic computer literacy
  • Field visit
  • Communication
  • Life insurance knowledge
  • Interpersonal skills
  • Insurance
  • Field sales
  • Incentives
  • Lead generation

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