Sales Manager

Position Title: Sales Manager

Department: Insurance

Industry: Insurance (Life)

Employment Type: Full-time

Location: Bangalore

Key Responsibilities

1. Direct Channel

Generate new business through direct customer acquisition.

Drive digital lead generation and conversion initiatives.

Conduct customer meetings, financial need analysis, and product presentations.

Ensure adherence to sales metrics, productivity standards, and CRM usage.

Maintain high-quality service and post-sales support.

2. Agency Channel

Recruit, train, and motivate Insurance Agents/Advisors.

Drive agent productivity through regular mentoring, joint sales calls, and performance reviews.

Build a sustainable and high-performing advisor network.

Conduct product, process, and compliance training sessions.

Implement reward, recognition, and retention strategies to strengthen the agency base.

3. Bancassurance Channel

Manage relationships with partner bank branches and key bank stakeholders.

Train bank staff on insurance products, sales processes, and customer need profiling.

Drive business through walk-ins, referrals, and joint customer calls with bank employees.

Ensure seamless coordination between bank teams and internal operations.

Monitor branch-wise performance and drive improvement action plans.

General Responsibilities Across All Channels

Achieve monthly, quarterly, and annual sales targets.

Analyze market trends, competitor activities, and customer behavior.

Ensure compliance with IRDAI guidelines and company policies.

Maintain accurate reporting of sales activities using CRM tools.

Enhance customer experience by providing quick, effective resolutions.

Support new product launches, marketing initiatives, and promotional campaigns.

Required Skills & Competencies

Strong communication and interpersonal skills.

Excellent people management and relationship-building abilities.

Sales-focused mindset with strong negotiation and closing skills.

Ability to multitask across multiple distribution channels.

Proficiency in digital sales tools and CRM platforms.

Strategic outlook with strong analytical and problem-solving skills.

Qualifications & Experience

Bachelors degree (MBA preferred).

15 years of experience in the insurance sector (Life).

Experience in Direct, Agency, or Bancassurance channels (any one or combination).

Proven track record of achieving sales targets and team development.

ey Performance Indicators (KPIs)

Sales target achievement (premium, policies, revenue).

Agent/bank partner activation and productivity.

Lead conversion ratios.

Customer satisfaction and retention rates.

Compliance and documentation accuracy.

Salary:

Bhupendra Singh
Recruitment Partner9109068895 | bhupendra.gurjar@thethreeacross.com