6438 Insurance Sales Jobs - Page 2

Objective / Purpose Increase the overall productivity of the branch by implementing relevant employee training, budgeting effectively, eliminating inefficiencies and capturing growth opportunities Roles & Responsibilities Managing a team of 8-10 FLS Provide in-the-field support to direct reports by joining them on calls and providing coaching and feedback based on performance Responsible for capacity building at branch level Cross sell and up sell of products based on the life cycle needs of the customers Educational Qualification- Minimum Graduate Experience Should have minimum 2 years and above experience in Insurance sales team handling and average job stability of 2 years and above

Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification Minimum Graduate Experience Minimum 2-4 year's experience, preferably in Insurance Sales

Role s & Responsibilities Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification- Minimum Graduate Experience Minimum 2-3 years experience, preferably in Insurance Sales

Objective / Purpose To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business Roles Responsibilities Needs to manage a team of 4-5 FLS Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms. Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance. Rigorous and timely follow - up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance is complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency. Educational Qualification- Minimum Graduate Experience 5-7 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

Roles & Responsibilities Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification- Minimum Graduate Experience Minimum 2-3 year's experience, preferably in Insurance Sales

Role s & Responsibilities Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification- Minimum Graduate Experience Minimum 2-3 years experience, preferably in Insurance Sales

Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification- Minimum Graduate Experience Minimum 2-3 year's experience, preferably in Insurance Sales

Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification Minimum Graduate Experience Minimum 2-4 year's experience, preferably in Insurance Sales

Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification- Minimum Graduate Experience Minimum 1-2 year's experience, preferably in Insurance Sales

Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms. Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance. Rigorous and timely follow - up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance are complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency. Educational Qualification- Minimum Graduate Experience 3-6 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

Roles & Responsibilities Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification- Minimum Graduate Experience Minimum 2-3 year's experience, preferably in Insurance Sales

Roles & Responsibilities Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification- Minimum Graduate Experience Minimum 2-3 year's experience, preferably in Insurance Sales

Purpose of Role The primary responsibility of the Relationship Manager is to sell insurance policies by generating leads and serving existing customers or leads received from the channel, apart from sourcing business from the natural market. Main Areas of Responsibility Drive insurance sales through references and open-source market and need to generate leads. Job Description Increase the top of the funnel by driving periodic BTL activities to generate the prospect base through the natural market, RD support, and corporate worksites. Contact qualified prospects on an ongoing basis to maximize face-to-face meetings. Adopt a need-based selling approach (basis the financial Needs Analysis), catering to the customers profile and needs. Rigorous and timely follow-up on all prospects that are in the work-in-progress stage. Update and enrich prospect information in the Leads Management System (LMS) / VYMO. Always track performance in the LMS/VYMO and strive to maximize process efficiency (i.e., meetings %, prospect-conversion %). Generate referrals from prospects/customers and build own pipeline to increase the size of the funnel. Assist and coordinate with customers for medical formalities, collection of documents, etc., to facilitate smooth policy issuance. Ensure that all procedural requirements for policy issuance are complete and correct. Track the policies that have been logged in the branch to ensure speedy issuance.

Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification- Minimum Graduate Experience Minimum 2-3 year's experience, preferably in Insurance Sales

Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms. Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance. Rigorous and timely follow - up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance are complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency. Educational Qualification- Minimum Graduate Experience 3-6 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms. Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance. Rigorous and timely follow - up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance are complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency. Educational Qualification- Minimum Graduate Experience 3-6 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification- Minimum Graduate Experience 3-6 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

Purpose of Role The primary responsibility of the Relationship Manager is to sell insurance policies by generating leads and serving existing customers or leads received from the channel, apart from sourcing business from the natural market. Main Areas of Responsibility Drive insurance sales through references and open-source market and need to generate leads. Job Description Increase the top of the funnel by driving periodic BTL activities to generate the prospect base through the natural market, RD support, and corporate worksites. Contact qualified prospects on an ongoing basis to maximize face-to-face meetings. Adopt a need-based selling approach (basis the financial Needs Analysis), catering to the customers profile and needs. Rigorous and timely follow-up on all prospects that are in the work-in-progress stage. Update and enrich prospect information in the Leads Management System (LMS) / VYMO. Always track performance in the LMS/VYMO and strive to maximize process efficiency (i.e., meetings %, prospect-conversion %). Generate referrals from prospects/customers and build own pipeline to increase the size of the funnel. Assist and coordinate with customers for medical formalities, collection of documents, etc., to facilitate smooth policy issuance. Ensure that all procedural requirements for policy issuance are complete and correct. Track the policies that have been logged in the branch to ensure speedy issuance.

Objective / Purpose To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business Roles Responsibilities: Needs to manage a team of 4-5 FLS Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms. Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance. Rigorous and timely follow - up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance are complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency. Educational Qualification- Minimum Graduate Experience 5-7 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

Objective / Purpose To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business Roles Responsibilities Needs to manage a team of 4-5 FLS Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms. Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance. Rigorous and timely follow - up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance is complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency. Educational Qualification- Minimum Graduate Experience 5-7 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification Minimum Graduate Experience Minimum 2-3 year's experience, preferably in Insurance Sales

Objective / Purpose To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business Roles Responsibilities Needs to manage a team of 4-5 FLS Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms. Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance. Rigorous and timely follow - up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance is complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency. Educational Qualification- Minimum Graduate Experience 5-7 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

Objective / Purpose To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business Roles Responsibilities Needs to manage a team of 4-5 FLS Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms. Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance. Rigorous and timely follow - up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance is complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency. Educational Qualification- Minimum Graduate Experience 5-7 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

Objective / Purpose To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business Roles Responsibilities Needs to manage a team of 4-5 FLS Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms. Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance. Rigorous and timely follow - up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance is complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency. Educational Qualification- Minimum Graduate Experience 5-7 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification Minimum Graduate Experience Minimum 2-4 year's experience, preferably in Insurance Sales