Roles & Responsibilities – Sales Executive (SBI Life Insurance)
Make outbound calls to prospective customers to explain life insurance products.
Understand customers’ insurance needs and suggest suitable plans.
Clearly explain policy features, benefits, premiums, terms, and exclusions.
Handle customer queries and objections professionally.
Follow up with interested customers and convert leads into sales.
Achieve assigned sales targets while maintaining service quality.
Assist customers with applications and required documentation.
Maintain accurate records of calls, leads, follow-ups, and sales.
Follow company guidelines and ensure transparent, ethical selling.