Life Insurance Specialist

Job Summary

Assistant Manager / Business Development Manager

Key Responsibilities

• Generate leads through field visits, cold calling, reference networks, and market activities
• Conduct customer meetings to understand financial needs and recommend suitable life insurance products
• Explain policy details, benefits, and premium options to clients and resolve their queries
• Achieve monthly and quarterly sales targets and contribute to overall business growth
• Maintain strong client relationships and ensure high levels of customer satisfaction
• Coordinate with branch teams, operations, and underwriters to ensure smooth policy processing
• Participate in marketing campaigns, roadshows, and customer engagement initiatives
• Maintain timely records of all sales activities, leads, and customer interactions in CRM or reporting formats
• Stay updated on market trends, competitor offerings, and regulatory guidelines

Required Skills & Competencies

• Proven field sales experience (minimum 2 years) in life insurance, financial products, or similar sectors
• Strong communication, negotiation, and interpersonal skills
• Self-motivated with the ability to work independently and meet targets
• Good understanding of life insurance products, customer needs, and regulatory compliance
• Willingness to travel extensively for field visits and customer meetings
• Basic computer literacy and familiarity with reporting tools or CRM systems

Qualifications

• Bachelor’s degree in any discipline (Graduation is mandatory)
• IRDAI certification preferred (can be obtained post-joining if not available)
• Candidates with prior experience in insurance sales, agency, or banca channels will be preferred

What We Offer

• Fixed salary up to ₹7 LPA (based on experience and performance)
• Lucrative performance-based incentives and monthly/quarterly rewards
• Travel and communication allowances
• Professional development and career growth opportunities
• Supportive team culture and sales enablement tools

Skills: reporting,crm familiarity,customer engagement,life insurance,regulatory compliance,negotiation,sales,basic computer literacy,field visit,communication,life insurance knowledge,interpersonal skills,insurance,field sales,incentives,lead generation