Insurance Sales Advisor- Direct chanel

Designation: Assistant Direct Sales Manager

Job Description:

To generate new leads from reference and self-sourcing, and to convert leads (both self-generated andcompany provided) to source maximum policies to achieve given targets.

 Achieve GWP targets–

o Plan field activities to broaden the funnel of leads.

o Build a pipeline of leads through reference and activities to ensure available bucket of prospects

to approach for sales.

o Take customer appointments to understand their needs and pitch suitable products to maximize

customer value and thereby generate revenue to achieve / exceed given targets Distributor.

 Adherence to Sales process –

o Maintain lead tracker and sales tracker - update calls and visits along with the status (hot/cold) as

per defined sales process.

o Ensure records are accurately captured and updated.

o Use of digital tools like Digital Sales application to achieve the organization objective of maximum

digitization and high customer ease. Building customer experience–

o Build product awareness.

o Decode customer requirement, pain points and opportunity areas.

o Ensure periodic follow ups.

o Providing need-based solutions to customers to meet their requirement.

 Compliance–

o To be compliant to Company and other regulatory guidelines

 Eligibility

: Minimum Graduation

: Age Upto 30 years and below

Job Type: Full-time

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

• Health insurance