Sales Manager

Skillventory; Kanpur, Jalaun, Moradabad; On-site; INR 250,000 - 420,000; Full time

Job summary

Skillventory in India seeks a performance-driven sales professional to drive new business for life insurance and financial products. You will acquire customers through calls, leads, and field visits, while handling digital-lead and company-sourced inquiries.

Build strong customer relationships and meet monthly/annual targets, explaining policy terms and ensuring compliant documentation. You will collaborate with underwriting and operations to issue policies smoothly and participate in local

Qualifications

• Experience in selling life insurance and financial products preferred.
• Strong communication and negotiation skills.
• Ability to explain policy benefits, features, exclusions, and terms clearly.

Responsibilities

• Generate new business through direct customer acquisition via calls, leads, and visits.
• Handle leads from digital, tele-calling, and company sources.
• Identify needs and recommend life insurance and retirement products.
• Achieve monthly and annual sales and premium targets.
• Explain policy benefits, features, exclusions, and terms.
• Maintain relationships for cross-selling and upselling.
• Follow up with prospects to convert leads into issued policies.
• Maintain accurate documentation and compliance with guidelines.
• Maintain daily activity reports and sales pipelines.
• Coordinate with underwriting, operations, and customer service.
• Participate in campaigns and local market initiatives.

Skills

Direct customer acquisition

Lead handling

Cross-selling

Customer meeting

Documentation

Job description

Role & responsibilities

• Generate new business through direct customer acquisition via calls, leads, references, and field visits.
• Handle leads generated through digital, tele-calling, and company-provided sources.
• Identify customer needs and recommend suitable life insurance, savings, investment, protection, and retirement products.
• Achieve monthly and annual sales targets, premium targets, and business objectives.
• Conduct customer meetings and explain policy benefits, features, exclusions, and terms.
• Maintain strong relationships with existing and prospective customers for cross-selling and upselling.
• Follow up regularly with prospects to convert leads into successful policy issuance.
• Ensure complete and accurate documentation and adherence to company and regulatory guidelines.
• Maintain daily activity reports, sales pipelines, and customer records.
• Coordinate with underwriting, operations, and customer service teams for smooth policy issuance.
• Ensure high-quality business with proper persistency and customer satisfaction.
• Participate in sales campaigns, promotional activities, and local market development initiatives.

Preferred candidate profile

• Generate new business through direct customer acquisition via calls, leads, references, and field visits.
• Handle leads generated through digital, tele-calling, and company-provided sources.
• Identify customer needs and recommend suitable life insurance, savings, investment, protection, and retirement products.
• Achieve monthly and annual sales targets, premium targets, and business objectives.
• Conduct customer meetings and explain policy benefits, features, exclusions, and terms.
• Maintain strong relationships with existing and prospective customers for cross-selling and upselling.
• Follow up regularly with prospects to convert leads into successful policy issuance.
• Ensure complete and accurate documentation and adherence to company and regulatory guidelines.
• Maintain daily activity reports, sales pipelines, and customer records.
• Coordinate with underwriting, operations, and customer service teams for smooth policy issuance.
• Ensure high-quality business with proper persistency and customer satisfaction.
• Participate in sales campaigns, promotional activities, and local market development initiatives.