Sales Officer - Life Insurance @ Selections Hr Services

Job Description

Sales Officer - Life Insurance

Location: Mumbai (All Areas)

Reports To: Sales Manager

Department: Sales

About the Role:

We are seeking a driven and motivated individual to join our team as an Insurance Sales Associate. In this role, you will play a crucial part in driving sales and building relationships with our business partners to achieve mutual goals. You will be responsible for generating leads, processing applications, providing need-based selling support, and ensuring exceptional customer service.

Key Responsibilities:

• Prospecting and Lead Generation:
  • Collaborate with Sales Professionals (SPs) to identify and qualify potential leads within the bank branch database.
  • Assist SPs in generating leads through various methods, including cold calling, email outreach, and social media engagement.
  • Log all prospective applications into the system accurately and efficiently.

• Sales Support and Processing:
  • Guide and motivate SPs throughout the sales process, ensuring timely application submission and adherence to bank and company policies.
  • Verify and process documentation to ensure smooth application flow.
  • Maintain clear and consistent communication with all stakeholders involved in the sales process.

• Relationship Building:
  • Cultivate strong relationships with SPs and other bank personnel to foster a collaborative and productive environment.
  • Proactively identify partner needs and provide effective support to achieve individual and team targets.

• Need-Based Selling:
  • Possess in-depth knowledge of insurance products and their benefits.
  • Actively listen to customer needs and concerns to recommend suitable insurance solutions.
  • Ensure clear and comprehensive product information is conveyed to customers through SPs.

• Customer Service:
  • Play a critical role in ensuring customer satisfaction by addressing their queries and concerns promptly and professionally.
  • Assist in onboarding new customers and provide ongoing support to maximize policy retention.

• Reporting and Administration:
  • Accurately track and report daily application logins and other key performance indicators to the Sales Manager.
  • Assist with administrative tasks as assigned.

Knowledge and Skills:

• Essential:
  • Proven experience in sales, preferably within the insurance industry.
  • Excellent interpersonal and communication skills with the ability to build rapport with diverse individuals.
  • Strong organizational and time management skills.
  • Proficient in computer operations and data entry.
  • Knowledge of insurance sales concepts and products.

• Desirable:
  • Experience working within the banking sector.
  • High level of initiative and self-motivation.
  • Well-groomed and confident demeanor.
  • Commitment to ethical and professional conduct.

Benefits:

• Competitive salary and benefits package.

• Opportunity to work in a dynamic and fast-paced environment.

• Career growth and development potential.

• Be part of a team dedicated to providing exceptional customer service.

To Apply:

Please submit your resume to hidden_email

Employement Category:

Employement Type: Full time
Industry: BFSI
Role Category: Field Sales ExecutiveSales / BD
Functional Area: Not Applicable
Role/Responsibilies: Sales Officer - Life Insurance

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Keyskills:   insurance sales life insurance field sales