Generate leads and acquire new customers.
Understand client needs and recommend suitable life insurance plans.
Explain product features, premiums, and benefits clearly.
Convert leads into policy sales and meet monthly targets.
Maintain strong post-sale relationships for renewals and referrals.
Ensure timely documentation and policy issuance.
Stay compliant with company and IRDAI guidelines.
Provide after-sales support and assist with claims if needed.
Strong communication & presentation skills
Convincing and negotiation ability
Customer-centric approach
Target-driven mindset
Basic understanding of financial planning