Sales Life Insurance Professional

1 week ago

Meerut, Uttar Pradesh, India beBeeInsurance Full time ₹ 30,00,000 - ₹ 70,00,000
Life Insurance Sales Professional

We are seeking a motivated and results-driven sales professional to drive 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.

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
  • Stay updated on market trends, competitor offerings, and regulatory guidelines

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

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

Skills: 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, reporting, CRM familiarity

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