Relationship Associate - Credit Life

Axis Max Life Insurance Limited; Punjab; Remote; INR 300,000 - 540,000; Full time

Job summary

Axis Max Life Insurance Limited is seeking a proactive Virtual Field Sales Representative to drive tele sales and virtual insurance products. The role emphasizes leveraging digital platforms to conduct virtual meetings, build client relationships, and close policies.

The ideal candidate should have strong communication skills, a customer-centric approach, and experience in sales within insurance or financial services. Candidates with tele sales experience are preferred.

Qualifications

• Strong communication and presentation skills with virtual channels.
• Proven ability to manage relationships and drive sales.
• Self-motivated and highly organized with professional conduct.

Responsibilities

• Conduct virtual meetings and product presentations to prospective clients via video calls or webinars.
• Prospect and generate new leads through digital channels.
• Develop and maintain a strong pipeline of prospects through regular follow-ups.
• Provide personalized insurance advice and product recommendations based on client needs.
• Achieve sales targets and KPIs by converting leads into policies.
• Collaborate with team and use CRM to track and report sales activities.
• Stay updated on insurance products, industry trends, and regulations.
• Manage customer inquiries with excellent service throughout the process.
• Build and maintain long-term relationships to encourage repeat business.

Skills

Strong communication

Relationship management

Self-motivated

Independent worker

Education

Bachelor’s degree in Business/Marketing

Tools

CRM systems

Online sales tools

Job description

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a joint venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited.

Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery, and a well-trained human capital.

Axis Max Life has been consistently ranked among the best workplaces by the GPTW Institute, reflecting its commitment to creating a positive and empowering work environment.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

Job Description

Function SummarySales Manager - Tele Sales role at Axis Max Life Insurance focuses on driving virtual insurance sales through digital platforms. Key responsibilities include conducting virtual meetings, generating leads, and achieving sales targets. The role requires strong communication, relationship management, and customer service skills. Candidates with sales experience in insurance or financial services are preferred.

Job Summary

We are seeking a proactive and customer-focused Virtual Field Sales Representative to join our insurance sales team. The ideal candidate will leverage technology to conduct virtual meetings and webinars, build relationships, and sell insurance products to potential clients. The role requires excellent communication skills, a self-driven attitude, and a passion for sales in the insurance industry. Key Responsibilities

• Conduct virtual meetings and product presentations to prospective clients via video calls, webinars, or online platforms.
• Prospect and generate new leads through digital channels such as social media, emails, and online marketing campaigns.
• Develop and maintain a strong pipeline of prospects through regular follow-ups and nurturing of relationships.
• Provide personalized insurance advice and product recommendations based on customer needs. Achieve sales targets and KPIs by converting leads into policies.
• Collaborate with team members and use CRM software to track and report sales activities and progress.
• Stay updated on the latest insurance products, industry trends, and regulations to offer the best advice to clients.
• Manage customer inquiries and concerns, providing excellent customer service throughout the sales process.
• Build and maintain long-term relationships with customers to encourage repeat business and referrals.

Key Competencies/ skill required

• Handling Customer Complaints
• Relationship, Leading people, Effective Desired qualification and experience
• Bachelor’s degree in Business, Marketing, or related field (preferred).
• Proven experience in sales, preferably in the insurance or financial services sector.
• Strong communication and presentation skills with the ability to build rapport via virtual channels.
• Self-motivated with a high level of professionalism and organization.
• Ability to work independently and manage multiple virtual sales processes simultaneously.
• Knowledge of CRM systems and online sales tools.