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Insurance Sales – Roles and Responsibilities

Lead Generation: Identify potential customers through calls, references, social media, and personal networking.

Customer Interaction: Contact customers and explain different insurance policies, benefits, and features.

Policy Sales: Sell life insurance, health insurance, term insurance, and other insurance products according to the company's offerings.

Customer Needs Analysis: Understand customers' financial needs and recommend suitable insurance plans.

Achieving Targets: Meet monthly sales targets set by the company.

Follow-ups: Follow up with interested customers to convert leads into sales.

Documentation: Collect and verify customer documents, including KYC documents, as per company guidelines.

Relationship Management: Maintain good relationships with existing customers and provide support when needed.

Policy Renewal: Follow up with existing customers regarding policy renewals and continued coverage.

Reporting: Maintain daily sales reports, customer details, and lead status.

Compliance: Explain policy terms, premiums, exclusions, and benefits honestly and follow insurance regulations.

• It is a Both అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 6 months - 1 years of experience.