Sales Trainee - DSF

Tata AIA Life Insurance; Pune District; On-site; INR 167,000 - 279,000; Full time

Job summary

Tata AIA Life Insurance in India invites fresh graduates to join as Sales Trainee - DSF. You'll engage customers, learn product suites, and contribute to field sales through training, coaching, and performance incentives.

The role focuses on building customer relationships, meeting sales targets, and following ethical sales processes. Strong communication and a customer-centric mindset are essential for success and career growth in a fast-growing life insurer.

Qualifications

• Graduate with strong communication and basic math aptitude.
• Good attitude and clear communication in local language.
• Basic English language understanding is preferred.

Responsibilities

• Generate new customers through leads, references, and existing networks.
• Understand customers' financial needs and explain suitable insurance products.
• Meet sales targets by selling new policies and offering cross-sell opportunities.
• Provide excellent customer service by handling policy queries and ensuring timely issuance.
• Maintain regular follow-ups and update leads and activities in the system.

Skills

Interpersonal skills

Communication skills

Creative thinking

Leadership

Teamwork

Influencing

Relationship building

Decision making

Education

Graduate

Tools

MS Office Suite

Job description

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S. O. A. R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.Position OverviewPosition Title Sales Trainee - DSFDepartment Direct Sales ForceLevel/ Band 102Role Summary : We are hiring fresh graduates for an exciting opportunity to gain hands‑on experience in customer engagement, relationship management, business development, and sales. We seek candidates with strong communication skills, a positive attitude, and a customer‑centric approach. The role offers structured training, attractive compensation, performance incentives, and excellent career growth opportunities.

1. Organizational Relationships

Reports To

Sales Manager - Direct Digital

Supervises

-

Job Dimensions

Geographic Area Covered

Zonal Area/ City/ Cities

Stakeholders Internal

All cross functional departments

Stakeholders External

Customers

Key Result Areas Generate new customers through leads, references, existing customer networks, and market outreach. Meet prospective customers, understand their financial needs, and explain suitable insurance products. Achieve sales targets by selling new policies and offering additional products to existing customers. Provide excellent customer service by helping customers with policy‑related queries and ensuring timely policy issuance. Maintain regular follow‑ups with customers to build long‑term relationships and improve customer satisfaction. Update leads and sales activities in the system, attend training programs, and follow company processes and ethical standards.

Skills Required Technical MS Office Suite Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills Influencing skills

Relationship Building skills

Decision making skills

1. Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Experience

0-0. 6 Yrs

Basic Competency

Good Attitude

Clear Communication (Local Language), Basic English language understanding / communication Basic Mathematics (% calculation etc. )