Generate leads and identify potential customers.
Explain life insurance products, including term plans, savings plans, and investment plans.
Understand customers' financial needs and recommend suitable policies.
Build and maintain long-term relationships with clients.
Assist customers with policy applications and documentation.
Follow up with prospects and convert leads into sales.
Achieve monthly and yearly sales targets.
Provide after-sales service, including policy renewals, claims support, and policy updates.
Stay updated on insurance products, market trends, and regulatory changes.
Attend training sessions and meetings to improve product knowledge and sales skills.
Key Skills:
Good communication and interpersonal skills.
Sales and negotiation ability.
Customer-focused approach.
Self-motivated and target-oriented.
Basic knowledge of insurance products and financial planning.
This role is ideal for candidates with experience in insurance sales, banking sales, financial services, or field sales, as well as freshers who are interested in building a career in life insurance.