A Life Insurance Agent is responsible for identifying potential clients, understanding their financial needs, and recommending suitable life insurance products. The role involves building long-term relationships, achieving sales targets, and providing excellent customer service throughout the policy lifecycle.
Key Responsibilities:
*Identify and approach potential customers through referrals, networking, and field activities.
*Understand clients' financial goals and protection needs.
*Explain and recommend appropriate life insurance plans.
*Assist customers in policy selection, documentation, and application process.
*Maintain regular follow-ups with clients for renewals and servicing.
*Achieve monthly and yearly sales targets.
*Stay updated with new products, market trends, and regulatory guidelines.
*Provide after-sales service and support to policyholders.
Eligibility Criteria:
*Minimum qualification: 10th / 12th pass (as per IRDAI guidelines)
*Age: 18 years and above
*Basic communication and interpersonal skills
*Must complete mandatory training and pass IRDAI exam