DM - SM -Hissar

PeopleStrong; India; On-site; INR 300,000 - 600,000; Full time

Job summary

PeopleStrong is seeking a Bancassurance sales professional in India to derive insurance business and provide pre- and post-sales support to clients. The role focuses on target achievement, consistent quarterly growth, and leveraging partnerships for sustainable revenue.

You will generate leads, monitor performance, and ensure smooth sales processes, including calls, issuance, and complaints handling. The ideal candidate has 2–5 years in bancassurance sales and a strong customer profiling ability.

Qualifications

• 2–5 years of Bancassurance sales experience (Life Insurance).
• Hands-on experience generating business through partnerships, referrals, and self-sourcing.
• Strong understanding of customer profiles and needs.
• Ability to generate insurance leads through referrals, branch walk-ins, and data mining.

Responsibilities

• Achieve Targets related to Premium and NOP in order to contribute in overall growth of the company.
• Get leads as per targets decided.
• Periodically monitor and review performance on the assigned top line and health parameters.
• Get the sales process, lead conversion and closure of sale.
• Executes smooth function of the sales and other processes in order to maximise business potential.
• Communicate any process change or change in any rules and regulations by the help of different training module.
• Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks.
• Execute the right method of business acquisition in order get the profitable mix for the organisation.
• Scrutinise the business on regular basis and give the relevant information to superiors.
• Achieve Persistency targets as per the company norms so that renewals take place on time.
• Take corrective actions related to persistency and health.

Skills

Bancassurance sales

Life insurance products

Partnerships & referrals

Customer profiling

Education

Graduate

Job description

DEPARTMENT-1 CFOs Office

DEPARTMENT-2 Direct Marketing

Country India

Skills

Skill

Graduate

CERTIFICATION

Job Description

1) Job Purpose

To derive Insurance Business. To ensure all the pre and post-sales support and services to the clients. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

2) Principal Accountabilities

Accountability

Supporting Actions

Achieve Targets related to Premium and NOP in order to contribute in overall growth of the company

• Get leads as per targets decided.
• Periodically monitor and review performance on the assigned top line and health parameters
• Get the sales process, lead conversion and closure of sale

Executes smooth function of the sales and other processes in order to maximise business potential.

• Communicate any process change or change in any rules and regulations by the help of different training module.
• Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

Execute the right method of business acquisition in order get the profitable mix for the organisation

• Scrutinise the business on regular basis and give the relevant information to superiors
• Achieve Persistency targets as per the company norms so that renewals take place on time
• Take corrective actions related to persistency and health

3) Relationships (If Applicable)

Internal

Frequency

Nature

Support Executives

Trainers

Issuance Coordinator

Client Service

Daily

Monthly

Daily

As and When Required

To Log-in and receipting Policies.

For arranging trainings for self as well as for the relationships.

To Ensure the policies are Issued on time.

Service-related issues.

External

Frequency

Nature

Relationship

Daily

Business Development and to ensure the smooth sailing,

4) Desired Candidate Profile and Experience

• 2–5 years of experience in Bancassurance sales (Life Insurance)
• Hands on experience in generating business through Partnerships/Self Sourcing/Referrals
• Strong understanding of customer profile
• Generate insurance leads through referrals, branch walk?ins, customer data mining