Life Planning Officer

Indusind Nippon Life Insurance; Gandhidham, Ahmedabad District, Vadodara; On-site; INR 260,000 - 500,000; Full time

Job summary

IndusInd Nippon Life Insurance in Gujarat is seeking an energetic insurance sales executive to generate business through referrals, field activities, and customer networks. The role targets premium login, policy issuance, and business activation while ensuring strong client relationships.

You will identify financial needs and recommend suitable solutions, visiting markets and meeting clients to expand opportunities.

Responsibilities

• Generate business through references, field activities, Leads and existing customer networks.
• Achieve assigned sales targets in terms of premium login, policy issuance, and business activation.
• Build and maintain strong relationships with customers to ensure repeat business and referrals.
• Identify customer financial needs and recommend suitable insurance solutions.
• Conduct regular market visits and customer meetings to expand business opportunities.
• Maintain high levels of customer service and ensure smooth policy processing.
• Coordinate with branch teams and managers for business closures and operational support.
• Maintain productivity and performance standards as defined by the organization.

Job description

Role & responsibilities

• Generate business through references, field activities, Leads and existing customer networks.
• Achieve assigned sales targets in terms of premium login, policy issuance, and business activation.
• Build and maintain strong relationships with customers to ensure repeat business and referrals.
• Identify customer financial needs and recommend suitable insurance solutions.
• Conduct regular market visits and customer meetings to expand business opportunities.
• Maintain high levels of customer service and ensure smooth policy processing.
• Coordinate with branch teams and managers for business closures and operational support.
• Maintain productivity and performance standards as defined by the organization.

Preferred candidate profile

• Female candidate and worked in Financial industry.