Financial Planning Officer - Direct Sales

HDFC Life; Sonitpur; On-site; INR 800,000 - 1,200,000; Full time

Job summary

HDFC Life seeks a Senior Area Business Manager - Agency - Business Partner to lead frontline sales in the Defence affinity channel. The role requires traveling within the assigned geography to meet customers for sales and service delivery.

You will uphold integrity and ethics while driving business performance, including top-line growth, persistency, and product mix, in a technology-driven sales environment.

Qualifications

• 2–4 years of field sales experience in life insurance.
• Willing to travel within assigned geography.
• Integrity and passion to perform are essential.
• Excellent communication and listening skills.

Responsibilities

• Meet customers for sales and service delivery.
• Travel within geography to reach targets.
• Aim to achieve top-line, persistency, and product mix targets.
• Follow sales management processes and regulatory compliance.

Skills

Communication

Active listening

Job description

Support (20)

Operations (46)

Function

Preferred Location Location

Senior Area Business Manager - Agency - Business Partner

2 - 4 Years

Are you a good communicator and listener?

Is yes, then this is the right job for you. As a Front Line Sales (FLS) employee in Direct - Defence channel, you will meetassigned customer and close sales.

Whatarewelookingfor?

Integrity and passion to perform are the two most important traits that will define your success in this role.

What does the job entail?

It is a field job. You will have to travel within the assigned geography to meet customers assigned to you for sales and service delivery.

You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product mix) by working on assigned calls.

HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process.

As a business professional you will be uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations

About the channel

Defence Affinity works closely with Defence units and does sales and marketing activities to sell life insurance to the Defence personnel.