To offer customized insurance solution to the customers for all their financial needs and act as an
interface between customer and company
Key Responsibilities
Responsibilities
To direct sell to the customers via appointments ( Office/ Home visits).
To ensure that leads/ appointments allocated by the call center are
attended and revenue is generated
To ensure Self Sourcing Targets are achieved
To ensure business Reporting MIS on sales call ( LMS) Lead
Utilization and conversion are updated and maintained on a daily basis
Specific Authorities(Financial & Non Financial)
NA
Key Performance Indicators
New Business Target Achievement 100%
Renewal Business 85%
Internal
Job Requirements
Qualifications 10th Pass Minimum Qualification proficiency in MS Excel
Experience Minimum 1 year of Sales experience Life Insurance Direct Sales
experience preferred
Functional
Competencies
Knowledge of Financial Markets
Sales Process Implementation
Business Planning
Competition Benchmarking
Behavioral
Competencies
Anticipate and leverage business opportunities
Build customer relationships
Customer orientation
Take accountability for results
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