Graduate sales trainee

SBI Life; Pune District; On-site; INR 250,000 - 450,000; Full time

Job summary

SBI Life in Pune is seeking a results-driven sales professional to generate leads, contact prospective customers, and schedule meetings. You will understand customers' financial goals and insurance needs, explain life insurance plans, and recommend suitable policies.

You will handle questions, follow up, and aim to convert leads into sales while maintaining records and meeting targets. Ideal candidates will have strong communication and negotiation skills, CRM ability, and a basic understanding

Qualifications

• Strong communication and interpersonal skills.
• Sales, negotiation and presentation abilities.
• Understanding of financial and insurance products (basic).

Responsibilities

• Generate leads through referrals, networking, calls, and other channels.
• Contact prospective customers and schedule meetings.
• Understand customers' financial goals and insurance requirements.
• Explain life insurance plans, benefits, premiums, terms, and coverage.
• Recommend suitable policies based on customer needs.
• Handle customer questions and objections professionally.
• Follow up with prospects and convert leads into policy sales.
• Complete application forms and ensure required documentation is collected.
• Maintain regular contact with existing customers.
• Achieve monthly and annual sales targets.
• Follow company policies and applicable insurance regulations.
• Maintain accurate records of leads, meetings, applications, and sales.

Skills

Good communication

Sales and negotiation

Customer relationship management

Persuasion and presentation

Basic understanding of financial and保险

Target-oriented

Independent and team work

Job description

Role & responsibilities

• Generate leads through referrals, networking, calls, and other channels.
• Contact prospective customers and schedule meetings.
• Understand customers financial goals and insurance requirements.
• Explain life insurance plans, benefits, premiums, terms, and coverage.
• Recommend suitable policies based on customer needs.
• Handle customer questions and objections professionally.
• Follow up with prospects and convert leads into policy sales.
• Complete application forms and ensure required documentation is collected.
• Maintain regular contact with existing customers.
• Achieve monthly and annual sales targets.
• Follow company policies and applicable insurance regulations.
• Maintain accurate records of leads, meetings, applications, and sales.

Preferred candidate profile

• Good communication and interpersonal skills
• Sales and negotiation ability
• Customer relationship management
• Persuasion and presentation skills
• Basic understanding of financial and insurance products
• Target-oriented and self-motivated approach
• Ability to work independently and as part of a team