Assistant Direct Sales Manager @ Trustmark Consultants

Job Description

To generate new leads from reference and self-sourcing, and to convert leads (both self-generated and company-provided) to source maximum policies to achieve given targets.

 Achieve GWP targets

o Plan field activities to broaden the funnel of leads.

o Build a pipeline of leads through references and activities to ensure an available bucket of prospects to approach for sales.

o Take customer appointments to understand their needs and pitch suitable products to maximize customer value and thereby generate revenue to achieve/exceed given targets Distributor.

 Adherence to the Sales Process

o Maintain lead tracker and sales tracker - update calls and visits along with the status (hot/cold) as per the defined sales process.

o Ensure records are accurately captured and updated.

o Use of digital tools like Digital Sales applications to achieve the organization's objective of maximum digitization and high customer ease.

 Building customer experience

o Build product awareness.

o Decode customer requirement, pain points and opportunity areas.

o Ensure periodic follow ups.

o Providing need-based solutions to customers to meet their requirements.

 Compliance

o To be compliant to Company and other regulatory guidelines

 Eligibility: Minimum Graduation

           : Age Upto 30 years and below

    : Local candidate with a strong social network

    : Willing to do Field Sales Job and traveling.   

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Keyskills:   insurance sales bfsi sales bfsi